Client Journey

1. DISCOVERY – first Meeting

2. INFORMATION GATHERING – fact-finding

3. ENGAGEMENT – initial findings

4. RECOMMENDATION MEETING – written confirmation of our advice

5. IMPLEMENTATION – completing paperwork

6. ONGOING SERVICE – to help you stay on track

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.

I would like to arrange a no-obligation discovery meeting.

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SJP Approved 14/11/2023

Berkshire Financial Planning Limited is an Appointed Representative of and represents only St. James’s Place Wealth Management (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website. The 'St. James’s Place Partnership' and the titles `Partner' and `Partner Practice' are marketing terms used to describe St. James’s Place representatives.

Berkshire Financial Planning Limited is registered in England and Wales, Number 12668513. Financial Conduct Authority (FCA) Firm Reference 841673. Registered Office: First Floor Unit S, Roentgen Road, Basingstoke, England, RG24 8N.