At Brian James Wealth Management, private and corporate solutions are developed around a carefully crafted 3-step approach:
- An initial consultation meeting - Arranged where we get to know each other and start building our working relationship. We will then need to find out about your current situation, financial goals and aspirations. This enables us to build a picture of you and your needs
- Designing a Wealth Plan – After gathering a variety of information at the initial consultation meeting, we develop bespoke solutions that fit your personal &/or business needs and provide recommendations based on the information you provide. A full personalised report is provided, giving details of the proposed solution(s) and why the recommendation(s) are best advice for you.
- Ongoing Wealth Management Reviews – This can be as often as required, given the complexities of your financial planning requirements or business strategies. With all clients, a personal service charter is agreed in order to review ongoing financial performance, as well as ensuring you are provided with the right level of information about your investments on a regular basis.
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.