Putting our clients firmly at the heart of everything we do enables us to run a genuinely client-focused business. Financial Planning requires a unique approach with every single client we take on and we believe there is no ‘one size fits all’ solution. The joy of our job is meeting different people every day, helping them identify where they need help and tailoring a solution specific to their needs. It is crucially important that people are firmly in touch with their money and by ensuring each client has a bespoke level of service for their individual needs means that they get the most out of their relationship with LAS Wealth Management.
We aim to deliver our commitment by:
- Providing personal face-to-face financial advice
- Giving you the opportunity to review your financial affairs regularly
- Effectively managing your investments via the St. James's Place distinctive approach to investment management
- Keeping you informed of the latest news and any changes that might affect your personal situation
- Listening to your feedback
- Ensuring that our dealings with you are sensitive to your needs
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.