From the moment that you decide to become a client, we aim to demonstrate the value of this relationship through the service that we deliver to you.
Whatever the level of your investment, it is as important to us as it is to you.
We will keep you informed of the way in which we are looking after your wealth by giving you access to online valuation services through our website, as well as an annual valuation report.
We will also discuss the level of ongoing service you would like. Primarily this will involve holding regular review meetings, either face-to-face or via the telephone, to discuss your investments and personal circumstances, thus ensuring that whatever decisions you have made remain appropriate and continue to meet your objectives. Whatever your ongoing requirements, we will do our best to satisfy them and will agree with you at the outset what you can expect and when.
Whatever the frequency of the regular contact with us, you should feel free to contact us at any time to discuss any aspect of your investment. As we said earlier, putting you firmly at the centre of everything we do is core to our culture. At Yiota Wilkinson Wealth Management Ltd, your relationship with us starts, rather than ends, at the point you decide to invest.
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.