Working with Wood & Associates

Putting our clients firmly at the heart of everything we do enables us to run a genuinely client-focused business. In our experience, no two clients are the same and we therefore ensure that we understand your personal or business objectives and deliver solutions that are right for you. 

We strive to offer the very best service to develop a long term relationship with you, our valued client. 

We aim to deliver our commitment by: 

  • Providing personal face-to-face financial advice in person and/or by your preferred choice of media - we can accommodate both 
  • We can review your financial affairs regularly 
  • Manage your investments via the distinctive approach of St. James's Place 
  • Help you to keep informed of the latest news and any changes that might affect your personal situation 
  • Offering clients a high level of personal service and relationship support.

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.