Our client seminars are held in relaxed and comfortable settings such as The Alverton Manor Hotel in Truro and Trelissick Gardens near Feock.
We encourage both existing and new clients to attend, offering an informative and interesting presentation delivered by some of St. James's Place top experts.
Our aim is to provide a greater insight into how St. James’s Place Wealth Management operates and its distinctive approach to investment management, together with providing updates on any legislative changes within the investment, IHT and pensions market.
All this is then topped off with a first class lunch, and a chance to talk informally with ourselves or any of the guest speakers, and all with no obligation or cost.
We hold one client seminar every year in October, generally to coincide with the Pre-Budget announcements.