Flora also specialises in advising accountants and solicitors as clients in their own right. Accountants and solicitors are normally time poor, understand finances well due to their professions and need a trusted, like-minded financial adviser who can provide them with straight-forward advice with the right products to invest in with speed, convenience and clarity. They want a financial adviser who can save them time and add value to their financial investment planning and portfolios. Flora very much enjoys working with accountants and solicitors as clients. As with all with our services, Flora offers a fully bespoke planning service, individually tailored to meet each client’s needs. 

The area of our advice and that of other professional advisers can naturally overlap. With this in mind, as part of our service, Flora works closely and effectively with accountants and solicitors to benefit our mutual clients. She works strategically and practically with accountants and solicitors to deliver an integrated client service experience. Flora understands and appreciates the value our clients place on the way in which financial advice can complement and enhance the advice of other professionals. By working effectively with a client’s accountant and/or solicitor, we can collectively offer our mutual client joined up legal, tax, and financial planning advice. Our goal is to always complement the advice of a client’s accountant and solicitor respectively, to provide our clients with a holistic service and seamless ongoing client relationships. 

Flora has worked with accountants and solicitors for almost two decades. She understands their needs and wants, their mindsets and the importance for them to understand the implications of products and investments. Flora knows what questions to ask, so we can ‘cut to the chase’ to help achieve the right outcomes on behalf of our clients. We work as collaborative partners for our mutual client. 

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.