What you should expect
Our experience consistently shows that clients prioritise these key pillars when working with financial services providers: simplicity, honesty, value for money, and assurance your money is looked after by a financially robust company.Understanding your Financial Position
a) their projected retirement income
b) their required annual rate of investment return
c) how much they need to save to meet their goals
Professional Excellence
Henry Killingbeck has been a Chartered Fellow of the Chartered Institute for Securities and Investments (CISI) since 2014 which is the pinnacle of CISI membership and exclusively for professionals who have demonstrated the highest levels of knowledge and standards of professionalism.
Group strength of SJP
We are proud to be backed by one of the largest wealth managers in the country which provides us with a deep pool of exceptionally gifted tax and technical professionals who are excellent at helping us with client queries when we don’t know the answer.
Our clients also take comfort in the fact that St. James's Place guarantees the suitability of the advice given by Antler Wealth when recommending any of the wealth management products and services available from companies in the Group, more details of which are set out on the Group’s website at www.sjp.co.uk/products.
Transparent fees
Our fees are clearly explained prior to any investment and we can provide ad hoc charges summary documents at our clients request so they know exactly what they are paying and the value they are receiving.
Tracking your investment performance
When we meet new potential clients they can very rarely articulate how their investments have performed as they simply don’t have the data available. However, our clients can see their performance over multiple time frames on an annualised and calendar year basis. We can also benchmark all performance against a relevant benchmark so they know how they compare.
