Our ongoing relationship

We are committed to building and sustaining long-term client relationships based on trust, superior service, and the quality of our initial and ongoing advice. Our philosophy is simple: to ensure financial peace of mind for you and your family across the generations. We will provide a highly personalised service, with the aim of ‘earning the right’ to be considered as your trusted financial adviser for many years to come. We will help you make informed financial decisions to achieve your goals through personal, face-to-face financial advice.

The tailored service we provide will be based on the following:

• Review meetings offered quarterly
• Availability to speak on the telephone between review meetings to discuss any financial matters important to you as your needs change over time.
• Direct support from the Antler Wealth team and SJP
• In-house market commentary sent consistently
• Correspondence and literature that is clear and easy to understand
• Clarity and guidance in all aspects of your financial well-being
• Investment portfolio review and analysis
• Financial mapping and forecasting reports
• Access to the SJP Tax and Technical Team
• Access to the SJP Investment Team
• Access to Advisory Services and Support in our other locations
• Invitations to Private Client Events throughout the year

Through our regular service meetings, we will:

• Understand your financial circumstances and objectives
• Review your financial goals and adapt to any changes
• Review and, if applicable, rebalance your investment portfolio
• Keep you up to date with legislative and tax changes
• Help to review your appetite for investment risk as your circumstances and priorities evolve, ensuring your investments continue to meet your requirements.
• Encourage and listen to your feedback to ensure we maintain exceptional standards.

Working together, you will:

• Have a clear understanding of your personal and financial objectives.
• Have a plan in place that is risk-adjusted and aligned to your objectives.
• Have a proactive process in place to review your financial plan and consider ongoing advice opportunities as your needs change over time.

Keeping you informed

We will provide you with consistent communications, ensuring that you are kept fully informed of how your money is being managed and up to date with all the latest economic information, including any key changes that may affect your financial future.

You will also have access to your Wealth Account and valuations instantly via the SJP App.

Disclaimer:

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.

The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances. You are advised to seek independent tax advice from suitably qualified professionals before making any decision as to the tax implications of any investment

The ‘St. James's Place Partnership’ and the titles ‘Partner’, ‘Adviser, ‘Partner Practice’, or any variations thereof, are marketing terms used to describe representatives of the St. James's Place Group (‘SJP Group’). St. James's Place (Singapore) Private Limited (‘SJPSG’), is licensed and regulated by the Monetary Authority of Singapore (‘MAS’) and is a member of the Investment Management Association of Singapore and Association of Financial Advisers (Singapore). Company Registration No. 200406398R. MAS Capital Markets Services Licence No. CMS100851. Registered Address: 1 Raffles Place #15-61, One Raffles Place (Tower 2), Singapore 048616. SJPSG is part of the SJP Group. Members of the St. James's Place Partnership in Singapore are appointed by SJPSG to act in a licensed and regulated capacity and may facilitate business with other companies within the SJP Group.

This advertisement has not been reviewed by the Monetary Authority of Singapore.