The real aim of financial planning is to reach a position where finances no longer control your decisions. At Meta we enjoy supporting this journey for our clients and watching the outcome.
We are always listening and learning from our clients, and we are happy to share these learnings. We tend to base our conversations around three key principles as time and time again, these are the principles that our clients have told us really matter; ensuring security, achieving independence and creating a legacy.
All of these conversations depend on relationships. Our people are the most important asset we have. Dedicated, passionate and highly skilled individuals with a wealth of experience and a collaborative team approach when it comes to seeking out the best solution for our clients.
The Meta approach is to adopt a team ethos, allowing clients access to the best specialist at the right time. The advice will be responsive, personal and regularly reviewed. Your goals will not be static and neither is our advice.
Understanding what really matters to you, defining and prioritising your key objectives.
Utilising structures and products that can achieve more than the sum of their parts. Providing control over taxation when realising your capital and/or income.
Structuring investments to create a balanced and diversified equity-biased portfolio. Ensuring your portfolio is tailored to support your goals and financial independence.
Responsive and personal tailored advice on an ongoing basis. Your goals will not be static and neither is our advice.
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. Tax relief is dependent on individual circumstances.
Arrange a no obligation meeting to start planning your financial future.