Our Promise to you represents our commitment to delivering exceptional service and outlining what clients can consistently expect from Kingsway Financial Planning. We hold these standards in the highest regard, continually seeking opportunities to enhance our services. With a forward-thinking approach, we prioritise our clients in every decision we make. 

Our dedicated service includes:

• Face-to-face meetings to discuss and review your finances
• Support over the phone/video calls to discuss any concerns or answer any queries
• Monitoring your investments to ensure they stay on target 
• Regular communications that are relevant to you
• Expert advice that is clear and easy to understand

During our meetings we promise to: 

• Understand your financial circumstances, needs and goals
• Help you maximise your annual tax allowances
• Keep you updated on any legislation and budget changes that could impact you
• Help you better understand your appetite for investment risk as your needs and priorities change
• Use cash flow modelling where needed to assist in your financial planning decisions
• Answer your questions, listen to your feedback and address your concerns

Our advice does not stop after the meeting, we’ll keep you fully informed about how your money is being managed and any key changes that could impact your financial future.

At the outset, we’ll agree your communication preferences, what you can expect and when.

This can include:

• Online access to your Wealth account 24/7 through the online portal or the SJP App.
• An annual investment valuation report
• Tax year end reminders to help you make then most of your annual allowances and alert you to any tax saving opportunities 
• Annual budget report, summarising the key announcements
• The Investor magazine, full of investment news, interviews and opinions
• Invitations to exclusive briefings and events
• Access to our E-briefing service –providing topical financial news

Our advice guarantee

Your financial future depends on our advice so it’s vital we get it right.

For added reassurance, St. James's Place guarantees the suitability of the advice given by members of our Partnership, when recommending any of the wealth management products and services available from companies in the group.

The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise.  You may get back less than the amount invested.