Samuel Croudace
Diploma CII, CeMAP
A message from the Director - "Our philosophy focuses on maintaining a long-term trusted relationship with our clients, to whom we provide a high level of personal service that is rarely seen in today’s financial market place. We take time to get to know our clients before offering bespoke advice. Many of our clients come from personal recommendations."
About
Our focus is on you, your goals and aspirations. Through a carefully structured ‘Discovery' process, we will help you identify what's important to you - the things you want to achieve throughout your lifetime.
Step one – We help you define your financial goals and aspirations and then conduct a thorough review of your current financial position.
Step two – We will develop a working plan with you, by discussing possible solutions designed to meet those goals and aspirations.
Step three – Once agreed, action is taken and then the strategy is regularly reviewed to allow for any changing circumstances.
It is this careful starting point that enables you to clearly understand how you plan to get from where you are now to the position you want to be and with the peace of mind that you know someone is constantly there to guide you and advise you whenever you need answers.
Wealth management is about taking care of all your financial needs together with those of your family.
Our main aim is to help our clients achieve financial security and independence. It is a fact that many people are unclear of where they are heading financially. You may have assets, investments and/or high levels of income but still be uncertain about how to use these assets to meet your goals and aspirations. One thing is certain, our clients are interested in ensuring their money is where it should be, doing what it should be doing as tax efficiently as possible.
Wealth management should provide a co-ordinated or holistic plan of all aspects of your affairs. For a successful relationship you have to be able to trust your wealth manager implicitly and there has to be empathy with your aspirations because only in this way can you create a successful strategy for your financial affairs.
Your financial situation is unique, so the core of what we offer will be a personal service and a long-term relationship combining ongoing regular and comprehensive reviews of your personal finances.
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.
Testimonials
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
