As a client of Capstone Financial we promise to work closely with you and your family to ensure you receive excellent financial advice that will help you achieve your financial goals and aspirations. The ongoing advice we offer is a key part of our offering and we will provide a highly personalised service to help you make informed financial decisions about your future.
We will provide you with access to regular communications, selected by you via our client servicing preference form. This ensures that you are kept fully informed of how your investments are being managed and up to date with all the latest economic information, including any key changes that may affect your financial future.
Client communications available to you include:
We will discuss with you the ongoing advice charges for our services. Details of the charges we make for our advice and how it is paid for are set out in the ‘Key facts about our costs and services’ document you receive. The cost for our advice is paid for and facilitated out of the overall charges levied on your investment. The advice charges will also be discussed with you and the specific amount charged will be provided on your personalised illustration. If you have any questions regarding this, please do not hesitate to contact us.
St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.
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.
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.
Trusts are not regulated by the Financial Conduct Authority