We aim to provide a service which combines excellent investment returns with first class administration and clear reporting. When we first talk to you as a potential client, we seek to clearly understand your investment needs. This is the foundation for a successful relationship.This will need to be documented via a questionnaire to be completed relating to your background information, preferred risk level and investment objectives. From this document we can discuss and agree your specific requirements for income, your attitude towards volatility/risk and other relevant issues.
S&J's investment approach and our advice continues to cover only part of the full range of investments available for clients. For instance, we do not offer advice on life policies or pension provision - reflecting our stance that these are complex areas of the industry requiring specialist advice. Technically, as we do not cover the full range, we can no longer describe our advice as 'independent' and are required to use the term 'restricted'.
Growing charity management service – the firm manages around £500m of charity portfolios.
There is no advertising budget – we grow via progress by existing clients and their recommendations to others.