Our relationship-based advice service means that we are committed to helping you to manage your wealth in a way which reflects your personal circumstances. Putting you firmly at the centre of everything we do is core to our culture and enables us to run a genuinely client-focused business. If we do this well, we believe that not only will you remain a client, but that you may also become an advocate for the company.
We aim to deliver on our commitment to you by:
- Providing personal face-to-face financial advice from an experienced adviser
- Giving you the opportunity to review your financial affairs regularly
- Ensuring that your investments are managed effectively
An important point to bear in mind is that the St. James's Place Wealth Management Group guarantees the advice given by Boote Financial Planning in respect of the products and services offered by the St. James's Place Wealth Management Group.
The St. James's Place distinctive approach to investment management gives you access to a vast array of investment expertise and the opportunity to invest across a range of different investment firms.
We offer access to what we believe is a superior investment process with the aim of maximising your chance of achieving a better return over the medium to long-term.
Please click here for further information about our distinctive approach to investment management.
Our philosophy focuses on building & maintaining a long term trusted relationship with our clients whilst offering a high level of personal service. The level of satisfaction may be judged by the fact that many of our new clients come to us as a result of personal recommendation by existing clients.
Please click here to view our client testimonials.
In addition, we produce regular investment and economic bulletins throughout the year, along with a weekly market report, all of which are available to you. This information, together with interviews with the investment managers, recorded exclusively for our clients, and our Investor magazine, ensures you are kept fully informed of how your money is being managed.
We want your experience of Boote Financial Planning to be positive in every sense and for all of your dealings with our organisation to meet with your complete satisfaction.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and may fall as well as rise. You may get back less than you invested.