Introducing the

Financial Blueprint

Your Financial Blueprint is a personalised picture of your money up to retirement and beyond.

We map your income, savings, assets and goals year-by-year to give you a clear visual of your financial future.

Build your financial blueprint

With interactive visuals you’ll get an answer to life’s big questions.

Can I retire early?

Can I help the kids onto the property ladder?

Can I take that trip of a lifetime?

What do you get?

A life plan based on your goals

Define your goals, and see what steps you can take to make them a reality

Build your financial blueprint

Full financial overview

A personalised picture of your money, now and in the future

Build your financial blueprint

Map out your future

Visualise how your choices can affect your long term financial plans

Build your financial blueprint

Investment analysis

Is your pension working for you & does it match your risk appetite and time horizon

Build your financial blueprint

Opportunities for tax efficiency

Avoid hidden traps, structure withdrawals carefully & protect your estate

Build your financial blueprint

Action Plan

Prioritise your next steps and move forward with clarity

Build your financial blueprint

How we work

First Hello

Discovery call

A 15-minute chat to establish if a financial blueprint meets your needs.

Fact find meeting

Tailored Conversation

A longer meeting, where we get into the detail & plug your life into our modelling software.

Build the blueprint

Glimpse into your Future

We can source any missing pension information from your providers, and build your plan.

Present the Plan

F2F or Virtual Meeting

Your Financial Blueprint is presented to you, and you walk away with the clarity you need to achieve your goals.

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.

Build your financial blueprint

Timescales

Building a full Financial Blueprint takes anywhere from 2-8 weeks, depending on complexity, information sourcing and the number of ‘What Ifs’ scenarios you want to simulate.