About You
Working With You
As Consilium strives to be a people-centric consultancy, we focus upon individuality so that our advice is as different as our clients.
Client focus is at the heart of everything we do. Your personal goals and/or business objectives are the core to understanding your needs and providing a bespoke solution.
In this process, we never just sell you products. Through relationship-based financial planning, we are able to create the best individual advice to suit your personal/business situation. We do this by:
- Person to person meetings
- Regular financial reviews
- Transparently managing your investments
- Involving you in the process
- Updating you with new legislation
- Listening to you
- Keeping confidentiality
*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.
Client Service Charter
Your home or other property may be repossessed if you do not keep up repayments on your mortgage.
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.
Trusts are not regulated by the Financial Conduct Authority.
Corporate Service Charter
Please note that advice with regard to exit strategy planning and profit maximisation may involve the referral to a service that is separate and distinct to those offered by St. James’s Place.