My Service Charter is a promise to my clients of what they can expect from Hamilton Pullen Financial Planning Ltd. I take these expectations very seriously and strive to improve wherever possible, always thinking ahead and with my clients at the heart of any decisions I make. 

TO PUT YOU AT EASE: I understand that financial matters can often be overwhelming, which is why my primary commitment is to put YOU at ease throughout every step of the planning process. From my initial consultation to the implementation of your personalised financial strategy, I prioritise clear communication and transparency. I take the time to listen to your unique needs and concerns, helping ensure that you feel supported and informed at all times. I believe that a trusting relationship is key to successful financial planning, allowing you to focus on what truly matters. 

TO TREAT YOU AS A VALUED INDIVIDUAL, NOT A NUMBER: Financial Planning should be a personalised experience. My service charter is rooted in the principle of treating every client as a valued individual, not just a number. I understand that each financial journey is unique and requires tailored strategies that align with your specific needs, goals and values. The Practice takes the time to listen and understand your aspirations, helping ensure that you feel supported and empowered throughout the planning process.

ATTENTION TO DETAIL: The Practice prides itself on a meticulous approach to every clients unique needs. From crafting personalised strategies to ensuring compliance with all regulations, I dive deep into the numbers, analyse every trend, and carefully assess every opportunity. I understand that your financial well-being is paramount, and I commit to going the extra mile to ensure nothing is overlooked. By focusing on the details, I not only build robust financial plans but also foster trust and transparency with my clients. I always go through everything with a fine toothcomb to make sure there aren’t unnecessary delays caused by missing or incorrect information. 

YOUR GOALS – MY KNOWLEDGE: I promise to use my knowledge and expertise to offer the best tailored and transparent advice to help you achieve your goals by keeping you up-to-date and informed about your options and best choices throughout our relationship, giving you the opportunity to review your financial affairs regularly. Whether you are aiming to save for dream home, plan for retirement or invest wisely, the Practice is here to guide you every step of the way.

TO KEEP COMMUNICATING WITH YOU: Throughout our partnership, I encourage regular check-ins and feedback, fostering a collaborative environment where you feel informed and empowered. I want to demystify financial concepts and keep you engaged in every step of your journey. Remember, your goals are my priority and through clear communication, I can create a roadmap and transform your aspirations into reality.

I AM IN IT FOR THE LONG-RUN: I do not provide off-the-shelf solutions, instead I offer the benefit of a single relationship for all of your financial planning needs. I strive to offer the very best service to develop a long-term relationship with you, sensitive to your needs – so you can count on me through all life’s ups and downs. I want to make sure I am here for you for the long haul, not just for today but for years to come. I am dedicated to standing by your side through each and every twist and turn.

I AM LISTENING: I pride myself on creating a supportive environment where your voice is not only heard but valued. Every client is different, and I recognise that personalised attention is vital to tailoring strategies that work for you. By dedicating time to truly listen, I can identify the nuances and provide solutions that align perfectly with you.

TO CONTINUOUSLY DEVELOP AND STAY AHEAD OF THE GAME: Through regular training, workshops, exams and accessing the latest financial tools and resources, I endeavour to continually enhance my expertise. This helps ensure my clients receive informed and tailored advice that reflects the highest standards of professionalism and knowledge. I believe that a well-informed financial planner can better serve your financial ambitions and contribute to your long-term success.

Most of all and at the heart of everything I stand for, I promise to help you achieve the life you want and protect the things that matter the most. “How are you leading your family’s finances”.

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.