New Partners

As a new partner, your focus is most probably more on developing your career and less on how you plan for your retirement.

However, at this time, it is important to build up enough for retirement as well as putting in place sufficient savings to cover expenses such as school and university fees.

You will also need to ensure that you have sufficient protection in place to protect you and your family should anything happen to you.

We can help with all of this.

Speak to us about your goals and aspirations today and we will help you put a plan in place which focuses on the ‘Three Pillars’ of financial planning:

Pillar One - Life planning

In the first phase of this process, we will arrange a time (or multiple times) to meet with you. During this session, we will discuss your financial and life ambitions, helping you to establish your goals.

Pillar Two - Financial Planning

Now it’s time to build a financial plan that will put you on the path toward achieving those goals.

Pillar Three - Financial Advice

With goals set and a plan in place, we will move on to help you select the products and investment strategies that will help you execute the plan and meet your goals.

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.

Got a question?

If you would like to speak to us about a particular issue or wish to find out more about the specialist advice services we offer for partners, please get in touch.