Review

To complete the cycle or quite often begin it again with our existing client comes this ever so important part of the advice process. Few things in life are certain. Change is one of those certainties. Whilst the best plans always contain contingencies sometimes the unexpected can catch us out. The regular review meetings we hold with our clients are fundamental in helping to keep your financial plans on track and any of those unforeseen changes to circumstances can be accommodated.

Prev post Implement

At this meeting we will provide all of the necessary regulatory information about the proposed…

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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 www.sjp.co.uk/about-st-james-place/our-business/our-products-and-services. 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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