My job is to ask the right questions to understand what’s important to you, whether it be retirement, the holiday of a lifetime or just not having to worry about money. I will ask questions about what you have to work with and make a plan. You don’t need to have any knowledge or experience in investing or products. You just need to know that you would like help with your money, and I’ll tell you how I can support you. If you’re unsure about your finances or don’t have anything particular to speak about, feel free to book in for a chat anyway. In the unlikely event that you’re looking for something I don’t provide; I can probably point you in the right direction.

1. At our first chat, we’ll spend a short time talking about what you’re looking for. It’s a chance to build trust, you need to know at the end of this meeting that I can help you and that you want my help.

2. In our second meeting, I’ll find out about you more. I’ll ask questions to find out more about your life, I’ll find out about your situation now and where you’d like to be. If we haven’t discussed it already, we’ll talk about costs.

3. I do some preparation before our third meeting. This is when I tell you what the plan is, and how we put it into practice.

There is no obligation to continue with the process at any stage.

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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.