Her personal commitment to her clients is shown below.

My Commitment

• I care about the advice I provide and will seek to establish your financial priorities and goals, then help you to achieve these in your required timescale
• I will provide you with personal advice, tailored to your circumstances, not standard off-the-peg solutions
• I will help you to understand the various methods of achieving your objectives and the advantages and disadvantages of each option
• I will discuss with you the most appropriate products and investment funds with reference to your tax position and your attitude to risk
• I will offer to meet you at least once each year to review your financial planning and the progress of your investments and will be available by telephone and email between meetings
• I want you to be pleased with both my advice and the level of service I provide and to remain a client of mine for many years. I work closely with other professions such as Solicitors, Accountants and Will writing specialists and can offer a full and comprehensive service to look after all areas of financial planning.

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.

Will writing is a separate and distinct service from those offered as a Representative of St. James's Place. Wills are not regulated by the Financial Conduct Authority.