Here at Wilson Mitchell & Co we believe that in order to give the best advice, you must listen first, learn about a client’s whole situation and never jump to conclusions. We spend time gaining a thorough understanding of your circumstances and needs before offering advice.
Our clients normally come to us through an introduction by those who already know us and how we work. Normally they seek advice because they are experiencing some sort of change, such as: retirement, receiving an inheritance or considering the sale of a business. They may be worried about the return on their investments or the income tax or inheritance tax that they or their families may pay.
Our process is interactive, aiming to create a lasting relationship. Meaning that you will be fully involved in the process. We always follow up meetings in writing so that you can understand everything that has been discussed. We aim for you to have a thorough understanding of the options available and the facts on which we are basing our recommendations. Wilson Mitchell & Co.’s goal is to ease your financial concerns and ensure you have a resilient situation and the security to cope with any life-changes that may occur.
The word holistic means that everything is intimately interconnected as part of a whole. Our company’s belief is that the best financial planning advice can be given only by taking every factor into account (past and future). We help clients by providing a holistic approach to financial planning.
So, if you are looking for a trusted adviser that is genuinely interested in seeing your situation improve over time, please click here to contact us.
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.