At the heart of our ongoing Client Servicing is your dedicated Adviser Flora Stamato. Flora is committed to and responsible for, the regular reviews of your financial affairs. Flora will take careful account of any changes in your personal circumstances, goals and objectives amidst the ever-changing legislation. The benefits of our ongoing client servicing include the following: 

Security and peace of mind

The knowledge that a trusted professional is managing your investments, making your money work harder and making the complicated stuff simple.

Trusted relationships

We build and earn your trust by making our dedicated Adviser-Client communications relevant, specific and personal.

Vital communication

Flora Stamato and her team are readily available for any queries or unanticipated needs in between your annual reviews. Your first point of contact is likely to be with our Practice Manager Carys Roberts. Carys is our client-facing operational lead. She looks after every aspect of running the Practice, including all client servicing requirements. Carys and Flora work very closely together to ensure an excellent customer experience and service. Please contact Carys with any process or administrative questions you may have.

We are prompt and proactive. We communicate with you on a regular basis (in addition to your annual review), to ‘check in’ and ensure no changes have occurred. We keep you updated with regular newsletters, industry updates and Budget information.

Personal secure client site

You have your own personal, secure client site. Technology means you can track your investments, keep all your policy documents safely in one place, receive up to date/latest valuations and much more 24/7 at your fingertips. We provide convenience with a personal touch.

Beyond just finance

In addition to the potential to achieve higher investments returns, regular attention to your personal circumstances and goals means that we go well beyond the formalised work of fact-finding and attitude to risk. Providing a holistic approach, we explore your softer needs and requirements, which we believe are equally important.

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.