At this meeting we will provide all of the necessary regulatory information about the proposed financial planning. Usually this will involve recommending investment schemes and financial products. We will provide a thorough explanation of our recommended solutions including the key features, benefits, charges and performance data. Tax efficiency, tailored to your individual circumstances, is always prominent in our recommendations. This is the stage where your financial plan comes to life.

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.

The levels and bases of taxation and reliefs from taxation, can change at any time. The value of any tax relief depends on individual circumstances.

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At this point in the process and for more complex situations we will provide a…

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McGarvey Jones

The Partner Practice is an Appointed Representative of and represents 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 The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.

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