Waiting for the provider to register Authority (Est. Time 14Days)
2. Chasing & Finance Fact Finding
Our team push providers weekly for information. Collation of your financial facts (Est. Time: 8-12 weeks)
Written based on the advice provided and inline with your investment strategy (Est. Time: 10 Days)
Meeting with your advisor to present their recommendations (Est. Time: 60 Mins)
If you have any questions, please don’t hesitate to complete the contact form below and one of our team will be in touch. Alternatively, please call our office on 01284 703422 or contact your adviser directly.
Registered in England and Wales Company No.06803554
Representing only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website www.sjp.co.uk/products. The titles 'Partnership', 'Partner' and 'Partner Practice' are the marketing terms used to describe St. James's Place Wealth Management representatives.