It may take several conversations before we know enough about you to advise on the appropriate course of action and before you know enough about us to want to become a client.
When we fully understand your requirements, we will recommend options that will help you achieve your goals. We will also consider whether additional planning, for example tax planning or the use of trusts*, could help you to arrange your investments more efficiently.
Our approach is to be open in all of our dealings with our clients. Therefore, your Adviser will explain our charges, your statutory rights, any protections that apply and will also confirm all of their advice in writing.
From the moment that you decide to become a client we aim to demonstrate the value of this relationship through the service delivered, never losing sight that this is your money and keeping you informed every step of the way.
We will discuss the level of ongoing service you require, from face-to-face meetings to more regular email updates. Although this will evolve over time, holding regular review meetings to discuss your changing circumstances is imperative for the advice to remain current while continuing in line with your objectives.
Whatever the frequency of the regular contact with us, you should feel free to contact us at any time to discuss any aspect of your investment. As we said earlier, putting you firmly at the centre of everything we do is core to our culture.
At Paton-Feaver Chartered Financial Planners, your decision to become a client is only the first step of your relationship with us.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
* Trusts are not regulated by the Financial Conduct Authority.