We are committed to providing you with a tailored wealth management service, designed to meet your specific needs and to deliver it through: 

• Reviews at regular intervals or as a minimum once every 12 months, at a time and location to suit you (face-to-face, virtually or via telephone) 

• A dedicated point of contact and instant access to our in-house client servicing team. 

• An annual and quarterly wealth account summary of your portfolio of investments delivered via email or post. 

• The ability to access your real-time fund values through our Online Wealth Account (click here) 

• SJP App enabling you more accessible ways to manage and keep track of investment performance and financial position (click here) 

• Invitations to virtual events and webinars. 

• E-Briefing bulletins on your chosen areas of interest

Becoming a client

Our highly personalised advice is designed to suit your individual long-term requirements and make it easier and simpler for you to manage your wealth. 

Our experience is that every client has their own personal concerns, responsibilities, and ambitions, and that the solutions that work for one, simply would not work for another. 

This has enabled us to build exceptionally strong, trusted, and lasting client relationships. 

What you can expect: 

• No obligation initial meeting 

• Expert evaluation and analysis to help you to achieve your goals and add/or boost existing arrangements 

• Planning meetings to consider further options and agree on your personal objectives 

• Written confirmation of recommendations, supported by personalised illustrations, disclosure documents and transparency with all fees and charges. 

• Regular reviews to keep our advice and guidance pertinent and up to date and to focus on your priorities. 

• Clear, easy-to-understand correspondence and literature