Sapphire Financial Planning Ltd is an Partner Practice of St. James’s Place Wealth Management with offices along the South Coast, Ipswich, Milton Keynes & London. We focus heavily on taking your company or family financial goals, applying the complex knowledge of the financial industry and using that to help achieve the financial stability and satisfaction that you deserve. Here at Sapphire Financial Planning Ltd, we have the ability and connections to pull on areas across the vast financial sector and use them to your advantage to ensure that you have the right strategy, at the right time, in the right way.
Sapphire Financial Planning Ltd provides you with the facts, reassurance and expertise to give you “peace of mind” that your assets are working to their full potential for you and your future goals.
At every stage of life, crucial financial decisions need to be made. We aim to offer you an opportunity of an annual review or bi-annual review, depending on what your financial affairs dictate. By keeping this close contact, we wish to help, support and guide you in all eventualities that life may throw at you.
At your first meeting with us, we gather as much information as possible to ensure that we can provide the best holistic advice for you and your objectives. At this meeting, your role is to provide us with your financial goals and our job is to implement the right strategies to help you achieve them. At every subsequent meeting, we review your goals to ensure that they are always up to date and at the forefront of our tailored advice for you.
We are proud that Sapphire Financial Planning Ltd is an expanding, client orientated business that thrives on Client referrals and we would like to thank our existing clientele for this ability.