At Meta, we engage with clients that want to build a clear pathway to their goals.
We start by exploring your values, understanding the principles that really matter to you, and looking at how they shape your thinking. This conversation allows us to identify your priorities; meaning we can then base our strategy and relationship around these key tenets.
We are always listening and learning from our clients, and we are happy to share these learnings. We tend to base our conversations around three key principles as time and time again, these are the principles that our clients have told us really matter.
Financial Security
Security means different things to different people, but it is nearly always the first thing that our clients want to achieve. Knowing that your financial position can support and accommodate your goals and loved ones is a key outcome for any financial plan. We explore these goals in detail and look at what it takes to deliver the outcome you want. This can mean using appropriate insurance to protect what’s important, or devising an effective investment strategy to help you achieve the key milestones that you identify. The approach has been developed over years, but the plan will be as unique as you are.
Financial Independence
There is a sense of comfort in achieving financial security, but at Meta, we maintain that the real aim of financial planning is to reach a position where finances no longer control your decisions. We believe it is our responsibility to probe and challenge our clients on the art of their possible. Little is more rewarding than supporting this journey and watching the outcome.
Financial Legacy
What will you do with the success that you create? At Meta we appreciate that protecting and preserving your dreams for the future generations is a key part of any financial strategy and one that is becoming relevant to more and more of our clients. We endeavour to support clients in creating their own legacy, looking at how and when to manage the transfer of wealth between generations, and how philanthropic wishes can be turned into effective action.
All of these conversations depend on relationships. Our people are the most important asset we have. Autonomous, passionate and highly skilled individuals with a wealth of experience and a collaborative team approach when it comes to seeking out the best solution for our clients.
Meta Advisors Ltd is a Principal Partner Practice of St James’s Place. The Practice is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group’s wealth management products and services, more details of which are set out on the group’s website www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives.
SJP Approved 29/03/23
