At Price Financial Planning, our mission is to help you achieve financial freedom and peace of mind. We’ve designed a clear process to guide you on your financial journey. Here's how we work with you:

Consultation

Your journey begins with an initial consultation, a comprehensive discovery meeting to understand your circumstances, objectives and value. This is our opportunity to get to know you, understand your finances, and what makes you tick. Whether you're planning for retirement, managing wealth, a major life event or business sale, we’ll gather all the information needed to provide personalised advice.

Strategy

With a clear understanding of your future plans, we develop a customised financial strategy. We analyse your current financial situation, exploring various scenarios, and determining the best opportunities to achieve your goals. We’ll collaborate with you to ensure the strategy aligns with your wider objectives and risk tolerance.

Once the strategy is agreed upon, we create a comprehensive tailored financial plan. This outlines the specific actions needed to achieve your goals, including investment recommendations, tax strategies, estate planning and more. We make sure every aspect of your financial life is covered, so you can move forward with confidence.

Implementation

With the plan in place, we move into the implementation phase. We take care of the details, coordinating with other professionals as needed, and putting your plan into action. Throughout this stage, we maintain clear communication, ensuring you understand each step and are comfortable with the process and putting the plans in place.

Review

Financial planning is not a one-time event but an ongoing process. As your life and circumstances evolve, so should your financial plan. Through annual planning reviews we will assess progress and make adjustments when appropriate or necessary to keep you on track. Whether it’s adapting to market changes or reassessing your goals, we’re here to ensure your financial future remains secure.

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.