How we work
At Frontier we believe in the importance of simplicity. We have a straightforward process which allows you to do your due diligence no obligation consultation before commitment. It is important to us that clients choose to work with us from an informed and wholly comfortable position.
Initial Meeting
An exploratory conversation with one of our advisers to discuss your financial circumstances and aspirations, and what strategy you are currently employing to reach your goals.
Report
Our adviser will collate and analyse all information required and complete a thorough report with recommendation tailored to your personal circumstances and future.
Presentation Meeting
An opportunity to discuss the report and recommendations with your adviser, seeking clarification and achieving comfort on the content within.
Decision
Once you are happy to proceed with the recommendation, our adviser will assist you with completing the relevant paperwork.
Business Processing
Our adviser will process all the paperwork in office and you will receive your investment certificate shortly after.
Client Servicing
You will have 24/7 access to your online Wealth Account; receive frequent investment updates through our e-briefing service and review meetings with your adviser.
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.
