Our Client Services
Access to a dedicated member of your financial planning team
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Ongoing client servicing programme
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Online portfolio valuations
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E-briefing service
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Quarterly Investor Update
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Annual wealth account
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“My Documents”
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Access to a range of technical tax, trust, asset management and pensions experts
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Fund Manager videos and podcasts
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Advice guarantee
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Annual budget report
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Analysis and recommendation reports
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Access to offshore trust company
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Client events
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Access to the St. James's Place panel of carefully selected fellow professionals
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Trusts are not regulated by the Financial Conduct Authority.
Accreditation
