Dear

Following your recent meetings I would like to take this opportunity to firstly welcome you as a client of Liberty Wealth Management and to thank you for placing business with St. James’s Place.

It is really important to us that you have access to your investment portfolio at all times. Signing up to the St. James’s Place Online Wealth Account will provide you with current valuations as well as giving an insight into investment performance. You will soon receive an activation code in the post which will provide you with a quick an easy way to activate your online access. Alternatively, you can register using the following link: https://clients.sjp.co.uk.

As part of our commitment to the ongoing servicing of our clients, we like to ensure that we understand how you would like to stay in touch. We will need to arrange regular meetings with you to review your investment portfolio and financial goals, and you will receive a reminder email from us when your next meeting is due. If you could please complete the following marketing and communication preferences form, it would be much appreciated. Once you have selected your preferences, please click send.

Thank you,

Lisa-Jane Lambird
Practice Manager

Please check and edit the personal details below:

We may contact you by post, telephone or email. Liberty Wealth Management, together with St. James’s Place Wealth Management plc, are the data controllers of any personal data you provide and any further information which you subsequently provide to us. For further information on our uses of your personal data, please see the Partner’s privacy policy which can be accessed on their website and St. James’s Place Wealth Management plc’s privacy policy which can be accessed at www.sjp.co.uk/privacy

Our privacy policy is available on our website which informs you how to opt out if you do not wish to receive any further marketing communications from us.

The Investor Magazine

The Investor is a magazine that provides topical news features, analysis and interviews on a range of wealth management issues. The Investor will be issued in the Spring, Summer, Autumn and Winter. The Investor will be sent as requested via post or e-mail from our e-Briefing Service.

Tax Focus Card

This useful 8-panel card will be issued once a year containing all the essential tax facts, rates and figures you need, including income tax, pensions, ISAs, IHT and much more. Cards will be sent as requested via post.

WeekWatch

A weekly round-up of key events in markets and personal finance news.

Spring Statement/Autumn Budget

A summary of the government’s key tax changes and announcements most likely to affect you or your business.

Investment Market Update

The latest headlines, news and data from markets around the world. This communication is available to receive daily, monthly by email through our e-Briefing Service.

Investment Insights

A window on the world of markets and economies, including the latest views from our fund managers and perspectives on key investment matters.

Retirement Insights

Ideas and information to help you plan for and enjoy your retirement.

Protecting Insights

Information and ideas to help protect you and your family, plus the latest on estate and tax planning.

Business Insights

Information and ideas to help you run your business effectively, from employee benefits to how to protect against financial risk and make the most of your business assets.

Tax Year-End Planning

Range of articles highlighting tax saving and investment planning opportunities to consider before tax year-end.

SJP Approved: 15/08/2023