Our Values
Our core values serve as the foundation of everything we do. They guide our interactions, decisions, and relationships, ensuring that we uphold the highest standards of integrity, professionalism, and client care. Our core values are:
Client Focused:
We put you first. You are at the heart of everything we do. We prioritise your needs, goals, and well-being above all else, striving to exceed your expectations with personalised solutions, attentive service, and unwavering support.
Integrity:
We believe in conducting our business with honesty, transparency, and ethical behaviour at all times. Integrity forms the bedrock of our relationships with clients, colleagues, and partners, fostering trust and confidence in our services.
Excellence:
We are committed to excellence in all aspects of our work. From the quality of our advice and services to the professionalism of our team, we continuously strive for excellence, seeking to deliver outstanding results and value to our clients.
Becoming a client
We put you first and you are our highest priority. But what does this actually mean in practice? Our aim is to provide you with:
A Planned Financial Future:
We work with you to define your key objectives and timeframes, developing a comprehensive financial plan that aligns with your goals. Whether you're an individual or a business owner, we help you navigate the complexities of financial management, ensuring a clear path towards your desired future.
A Personalised Approach:
We understand that every client is unique, which is why we offer a bespoke WealthDiscovery Plan or Business WealthDiscovery Plan tailored specifically to your needs. Our personalised approach ensures that your financial strategy reflects your individual circumstances, aspirations, and priorities.
Regular Meetings and Progress Reviews
Your journey towards financial success is a collaborative effort. We schedule regular meetings to review and check progress, allowing us to adapt and refine your financial plan as needed. These meetings provide an opportunity to discuss any changes in your circumstances or goals and help us to stay on track towards achieving your objectives.
Convenient Online Services:
We offer the option to register for Online Services, providing you with instant access to the value of your St. James's Place Investments and the ability to manage your accounts securely online. With the ability to set communication preferences and make payments quickly and securely, our Online Services make managing your finances easier and more convenient than ever before.
Access to Our Friendly Team:
Our team is here to support you every step of the way. Available Monday to Friday, our friendly and knowledgeable team is dedicated to providing you with exceptional service and assistance whenever you need it.
