Our Relationship

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:

  • Providing personal face-to-face financial advice
  • Producing a financial plan and a detailed lifetime cashflow statment
  • Because we know that what you want from life will change over time we provide you with the opportunity to review what’s important to you regularly
  • Aiming for your investments to be managed effectively
  • Ensuring that our correspondence and literature is clear and easy to understand
  • Listening to your feedback
  • Ensuring that our dealings with you are sensitive to your needs.

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 Wealth Management E-Brochure

Adobe Acrobat format,6.83 MB

Quality of advice & expertise

BS8577 Certified

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.

ISO 22222 Certified

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.