Life comprises a series of relationships, doesn’t it?

Relationships with yourself, family, friends, work colleagues, neighbours etc. 

When it comes to your Financial Adviser, we like to think of ourselves of someone you’re in a “relationship” with.

After all, you tell us an awful lot of information about yourself.

Whoever you are, whatever you do, whatever your goals, whatever your current situation: we are NOT here to judge.  We’re here to guide you. 

To be a sounding board.

So, what can you expect from a relationship with me?

Well, I’m quite chatty so I’ll probably asking you about your family, pets and holiday plans during our first meeting 😊

As well as asking you about the financial stuff:

We’ll need to know your attitude to risk.  Put another way we’ll need to know how much risk you’re prepared to take with your investment.  And to get to the bottom of that, it often depends where the money is coming from (you may consider a gift or inheritance differently from money you’ve earned and saved from your disposable income over time).

We’ll explain the products we can offer and how we charge for them.

We’ll ask you about your current situation, your goals, plans, financial position.  And we’ll use this information to formulate a recommendation.

We’ll conduct our meetings in a format that you’re happy with.  If a Teams or Zoom meeting suits your schedule best, we’ll do that.  But if you’d prefer to be in the same room, we’ll do our very best to accommodate this.  This will often depend on your location and accessibility.  But we’ll do our best!

We’ll regularly review your investments to ensure they’re still suitable for you and still providing the results you need.  Committing to something today, doesn’t mean you can’t change your mind in the future. 

After all, life changes. 

So our goals can change too, right?

You’ll have my contact details and know I’m always at the end of the phone or an email. 

Don’t be a stranger!

My job is building your financial confidence.  

By doing all of the above, our aim is to help build your financial confidence over time. This means giving you the knowledge and reassurance to feel certain your finances are in good order for now and the long term – to help you create the future you want.

Please give me a shout if now is the time for YOU to start building your financial confidence. 

I’d LOVE to be part of your journey.

Let’s start a relationship to lead you to a financially secure future. 

Heide x

Email: heide.swift@sjpp.co.uk

Mobile: 07903 302895

Tel: 01525 309300

Website: www.heideswiftfinancialplanning.co.uk

The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise.  You may get back less than the amount invested.