Becoming a client

By meeting one of our Advisers and taking time to get to know each other, we can build trust and help to establish a long-term relationship with you. 

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 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 our clients. Therefore, your Advisers will explain our charges, your statutory rights, any protections that apply and will also confirm all of their 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 our website, or by using the price updates provided in the Daily Telegraph. 

We all prefer to do business with someone we both like and trust. We hope that your Navigation Wealth Management Adviser can be that person for all of your financial planning needs. 

* Trusts are not regulated by the Financial Conduct Authority. 

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 thank you invested