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Consilium Wealth Management’s Client Service Charter.

client service charter

Our Ongoing Relationship with You.

Consilium are dedicated to the development of long term and sustainable relationships with their clients. This we achieve through effective and efficient client communications and the highest quality of advice available. We aim to provide financial clarity and peace of mind for all our clients, their families and their businesses. We believe that we must ‘earn the right’ to be deemed our clients’ trusted adviser. We help our clients make informed decisions based upon knowledge and experience and support them in achieving their financial goals throughout their lives.

To ensure financial peace of mind for you and your family across the generations. We will provide a highly personalised service, with the aim of ‘earning the right’ to be considered as your trusted financial adviser for many years to come. We will help you make informed financial decisions to achieve your goals through personal, face-to-face financial advice.

CONSILIUM Pie Charts 2

Your home may be repossessed if you do not keep up repayments on your mortgage.

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.

Trusts are not regulated by the Financial Conduct Authority.

Where a referral to another service is made, please note that these services are separate and distinct to those offered by St. James’s Place.

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