Bob Clitherow
My Approach
You don't necessarily have to be wealthy now to create wealth for your future. But, without a plan, you will be unlikely to create a solid foundation from which to achieve your financial ambitions.

I recognise that each individual's circumstances are unique and I will work closely with you to achieve your personal financial objectives following a structured 3 stage plan. Through this process I will:

  1. Carefully review your current financial position and establish your goals and aspirations

  2. Work with you to create and put into place a tailored strategy to achieve these goals

  3. Engage in regular reviews to ensure that the strategy remains relevant to your changing circumstances and any alterations in the marketplace.
One great advantage of being part of the St. James’s Place Partnership is that I have easy access to a wealth of expertise from my colleagues both within the Partnership and at our head office in Cirencester. These include dedicated teams of specialists on Wills*, Tax & Trust*, Pension Transfers, Inheritance Tax and the like who can ensure that I can give you the best and most appropriate advice for your particular needs.

My overall objective is to:

  • Listen to your needs and provide a source of friendly, trusted advice to meet them

  • Only recommend solutions, products and services that are in your best interests

  • Make sure you understand the reasons for my recommendations

  • Ensure your experience of dealing with me and the St. James's Place Wealth Management Group is both positive and rewarding
I will also ensure that you clearly understand the cost of any solutions I recommend before you are committed in any way.

I aim to keep my clients as up to date as possible with:

  • SJP TV featuring regular video updates from our fund managers and in-house experts:

  • Bulletins including a regular Monday Market Bulletin;

  • Portfolio valuations accessible via the Existing Clients link.
My hope is, if I do my job properly, you will recommend me to your friends and colleagues.


*Wills and Trusts are not regulated by the Financial Services Authority.