Our relationship-based advice service means that we are committed to helping you to manage your wealth in a way which reflects your personal circumstances. Putting you firmly at the centre of everything we do is core to our culture and enables us to run a genuinely client-focused business. We strongly believe that if we do this well, we will have a long-term relationship built on trust that will enable you to become an advocate of our business. We aim to deliver on our commitment to you by:
We want your experience of Provest Wealth Management to be positive in every sense and for all of your dealings with us to meet your complete satisfaction.
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.
Provest has been awarded BS 8577 (Framework for the provision of financial advice and planning services) by Standards International. BS 8577 is a new British Standard that assesses and awards financial planning firms who can demonstrate that they have the operational framework to deliver a first-class service to their clients. Provest is one of only a small handful of financial planning firms in the UK to achieve this prestigious award. We have just been awarded this for the fifth consecutive year.
Paul Tracey, who is a Chartered and Certified Financial Planner and the Managing Partner of Provest Financial Solutions LLP, is one of only a select few financial planners in the UK to be awarded ISO 22222 (Personal Financial Planning requirements for personal financial planners) by Standards International. ISO 22222 is an internationally agreed benchmark that assesses and awards financial planners on their knowledge, skills, experience and ethical values. We have just been awarded this for the fifth consecutive year.