Frequently Asked Questions
We know choosing a financial planner can feel daunting. These FAQs cover the questions people most often ask us when deciding if we’re the right fit.
What will I pay?
More
How do you help people?
More
Are you independent or restricted, and what does that mean for my options?
More
Who regulates you and where can I check your details?
More
What qualifications and experience do you have?
More
Who typically works with you?
More
How will you invest my money?
More
Is my money safe?
More
What happens in the first meeting and do I need to decide on the spot?
More
Do you work alongside my accountant/solicitor and how do you coordinate advice?
More
The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.
Got a question?
Do get in touch with us if you need a bit more information about these services, or any of our other financial planning advice.
