As we pride ourselves on constructing bespoke wealth strategies for our clients, it is important we take time to get to know each other so we can establish a long-term relationship together. It may take several conversations before we know enough about you to advise on the appropriate course of action and before you know enough about us to want to become a client.
When we fully understand your requirements, we will recommend options that will help you to achieve your goals. We will also consider whether additional planning, for example tax planning or the use of Trusts*, could help you to arrange your investments more efficiently.
Our approach is to be open in all of our dealings with clients. Therefore, we will explain our charges, your statutory rights, any protections that apply and will also confirm all of our advice in writing.
When you invest, we will confirm back to you the full details of the investment you have made. Should you wish to, you can then monitor the performance of your investment daily via website. Alternatively, we are always on the end of the phone should you need to ask any questions.
We all prefer to do business with someone we both like and trust. We hope that your contact at Carter Legrand Wealth Strategies can be that person for all of your financial planning needs.
The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.
*Trusts are not regulated by the Financial Conduct Authority.