Face-to-face meetings
Do you prefer discussing your financial aspirations in person? Many people do for a variety of reasons, as it’s more personal and provides a clearer form of communication. If this is you, then we can visit you in your home whenever suits you best.
Digital communication
We understand that it may not always be convenient to meet in person. Whatever your preferences or requirements are, we provide a flexible financial service that connects with you from any location, at any time. This might suit you if you’re busy in the day time for example, and you prefer to have video calls rather than face-to-face meetings.
How it works
1
No obligation consultation
At James Saulsbury, we truly value the strong relationships we have with our clients, so we’d like to get to know you a bit better first. We offer you a free, no-obligation consultation where we’ll discuss your current financial situation and future aspirations, to see if we’re a good fit.
2
Looking at the details
For our second meeting, we’ll ask you to bring any documents that will help us understand your current financial situation. We’ll then ask you a number of different questions (nothing too hard!) to understand your attitude towards risk.
3
Tailoring your strategy
This stage is all about discovering what financial products best match your level of risk. We connect all the dots to ensure your personalised plan is optimised for generating the returns you want in order to reach your goals.
4
Presenting your strategy
We’ll arrange another meeting with you to share our insights and recommendations on how we think you should invest your money to reach your goals, before implementing them. After this we’ll arrange regular reviews with you to ensure your plans always remain on track and so we can make any adjustments to keep you there.
Get in touch
We’re always on hand to help
