“The first commandment for the investment adviser is; "Know Your Client". Fulva regards this as her Holy Grail.”
“Her absolute priority is to provide a solution to financial problems that her clients understand fully and that is comfortably within their risk profile.”
“She is a consummate professional, delivers what she promises and has high communication skills. I cannot recommend her highly enough.”
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 Partner represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group’s wealth management products and services, more details of which are set out on the group’s website atwww.sjp.co.uk/products. The title ‘Partner’ is a marketing term used to describe St. James’s Place representatives