However, the world of finance is fast changing and can be extremely complex. The only way to know that your financial plans remain up to date and relevant is to forge a longstanding and close relationship with a trusted adviser who understands your needs. To be effective, an adviser must be proactive in applying changing legislation and market conditions to your personal circumstances. As a Partner Practice of St. James's Place Wealth Management, we believe financial advice should be regular, personal and bespoke to make the most of your finances.
We help our clients establish what a good financial plan looks like. We review any solutions already in place to reassess their suitability within their plans, challenge what they have and assist clients to take corrective action where it feels appropriate.
There are no charges to you for a comprehensive financial review and absolutely no requirement to make any changes with Greenbank Wealth Management. With the quality and breadth of products and services available through St. James's Place Wealth Management, we really feel that we are ideally placed to help you take control of your finances and work together in partnership to ensure these plans evolve as your needs change.
For further details on how we are able to assist you in reviewing your financial planning, call 01892 501030 or email the office.
We look forward to welcoming you as one of our clients.
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