Our Promise to You
Your Personal Wealth Management Service
At Alton Wealth Management we are committed to building and sustaining long-term relationships based on trust, superior service and the quality of our initial and ongoing advice. Our philosophy is simple, to provide a high-quality service, bespoke to your individual requirements.
Ongoing Tailored Wealth Management Advice
We offer a tailored advice service to all clients. As your individual circumstances change, we can help you with ongoing advice aiming to achieve your financial goals.
Support When You Need Us
We are available via phone an email Monday-Friday 9am – 5pm
- We will respond within 48 working hours
- We are available to meet in person, virtually, or via the phone
- You can access your wealth via our app, 24 hours a day, 365 days a year
A Distinctive Approach to Investment Management
We recognise that no single investment house has a monopoly on investment expertise. Hence as a Senior Partner Practice of St. James's Place we can provide access to a carefully selected group of external managers of outstanding ability to manage our client’s funds.
SJP do not employ their own investment managers, but select from the best managers around the world, with differing approaches to investment, to manage their funds. The St. James's Place Investment Committee and their in-house team of analysts, assisted by independent consultants, carefully select, continually monitor and, when necessary, replace these managers.
Annual Ongoing Advice Meeting
Regular reviews are an important part of the ongoing service. A full review of your finances at least once a year to see whether you’re still on track and to discuss any changes
This is an annual statement sent detailing the value of all your St. James's Place investments and policies with up-to-date valuations and holding information.
Exclusive e-communications that keep you informed of the latest market news and fund manager views and provides tax, pension and estate planning insights and how they affect your wealth. You can select the key topics and briefings you would like to receive by email, and importantly update your preferences at any time.
Your financial future depends on our advice, so it’s vital we get it right.
For added reassure, SJP 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 within 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.
