SJP Choosing the right
financial adviser

Working out what your financial future could look like is a bit like preparing for a marathon. You’ll find plenty of free training plans, but working with a coach who gets to know you could yield much better results.

You can think of a financial adviser as your money coach. They guide and advise you as you make the big decisions about your finances and your future. Decisions that could impact you and your family for years to come.

 

Choosing the right financial adviser for you

Top of the list when choosing a financial adviser is whether you and the adviser are a good fit. Ask yourself whether you can trust them to guide you to make the best decisions for you.

Your relationship with your adviser will be personal to you: your goals, values, and beliefs. You want to have a connection with them so that you feel comfortable and relaxed talking about your finances.

“I value [my adviser’s] insights and energy. I feel he’s totally on our side and would always go the extra mile for us. [My adviser] gives us great confidence and is absolutely trustworthy.“

A St. James’s
Place client

 

Not quite ready to speak to an adviser yet?

That’s fine, we understand that you might want to do some more research before choosing a financial adviser that’s right for you.

In the meantime, an easy way to stay informed about your finances is by signing up to our E-Briefing Service. You’ll receive the latest insights, news and expert analysis straight into your inbox.

Your goals are our goals

Our philosophy is simple: to provide financial peace of mind for you and your loved ones. Download our guides to find out what to expect from your relationship with us.

SJP Approved 05/04/2024