PRIVATE CLIENT SERVICES

Our premium advisery service

We understand that our advice needs to fit around your lifestyle, family, and business

Our higher net worth clients often have different motivations and ambitions when it comes to wealth management. Four Wealth Management are able to offer these clients exclusive access to our specialist advice and servicing team to provide an exceptional, premium service.

Effective wealth planning solutions

Your adviser will work alongside the Private Client team at St. James’s Place to create a comprehensive range of solutions to help you address key areas of effective wealth planning including maintaining your lifestyle, protecting your assets, pursuing philanthropy and supporting your business and professional interests.

The service provides clients with access to specialists in banking, legal services and philanthropy. There are options for your private banking, instant access and term deposit needs. The service includes lending solutions, which may also allow you to secure borrowing against your eligible St. James’s Place investments to avoid the need to encash long-term investment.

We can offer personalised investment portfolios to suit your needs with access to whole of market

Rowan Dartington, which is wholly owned b the St. James’s Place Group, are one of the leading providers of bespoke Investment Management, actively manages these.

For some, charitable giving is an important aspect of wealth management. St. James’s Place, with the Charities Aid Foundation, offers a complete philanthropy service to help our clients give effectively.

You will also receive invites to exclusive client events and have the opportunity to meet and question our experts including fund managers, our Chief Investment Officer and other members of the Investment Committee.

The value of an investment with Rowan Dartington may fall as well as rise. You may get back less than you invested.

What our clients say

John has always managed my financial affairs with carefully deliberated and meticulously considered advice. He has the most pleasant personal manner of delivery of such information which exudes confidence and trustworthiness, and I wouldn’t have a moment’s hesitation in recommending him to anyone needing sound, sensible, intelligent financial counselling.

For nearly twenty five years John Morrison has advised me and helped me with my finances. He understands my need to have a solid portfolio and as such advises me on the correct investments. John continually updates my holdings which is particularly important in times of a recession and the eventual upturn. John is now a good and honest friend, giving excellent service. I would not hesitate to recommend him to anyone.

I have known Joe for over 18 years now and he has always provided me with straightforward honest advice. He has made sure with regular reviews that my retirement goals remain on track and I am now looking forward to a comfortable retirement in due course. I would not hesitate to recommend Joe to anyone that needs help with their financial plans whatever they may be.

Enquire now

If you have any queries or would like to arrange a face to face meeting with an adviser for a no obligation review of your personal finances, simply book a call back using the form below. Alternatively, you can call us on 0117 973 0500.

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