Our Client Review Process
We operate a formalised approach to client review meetings. You have the choice of time, place and frequency of meetings, but we believe that, as your circumstances will inevitably change, we should discuss the impact of these on a regular basis.
We will contact you in advance of your agreed review date to organise a meeting and provide a detailed portfolio valuation, so you can digest its content and prepare any questions. Along with this you will receive a suggested agenda for the meeting to ensure we cover all the salient points.
A disciplined process for staying in touch
Formal reviews will typically cover:
- Answering any questions you have in relation to your investment portfolio
- Recording any changes to your objectives and personal circumstances
- An update on the progress of your pension and investments in meeting your objectives
- A review of taxation, legislation, pensions and investment matters relevant to your personal situation
- A review of your approach to investment risk
- Recommendations with regard to any changes to your planning
Formal Private Client reviews will also cover:
- An explanation of your Private Client proposition
- Personalised reporting and recommendations
- An overview of Private Client services such as Private Banking, The SWM Vault, Concierge services and platforms such as TorFX and Flagstone (where appropriate)
The Partner together with St. James’s Place Wealth Management plc are the data controllers of any personal data you provide to us. For further information on our uses of your personal data, please see the Partner’s Privacy Policy or the St. James’s Place Privacy Policy.