With countless investment options out there, it can feel overwhelming trying to choose the best one for you and your family. Fortunately, at S&T we take the time to listen to you and to understand your financial position, lifestyle and outlook, meaning you get the very best service. Our four-stage process covers a personalised financial review, a future plan, an investment proposal, and ongoing portfolio management.
Our tailored service offers a flexible approach to investments, meaning we can adapt your portfolio to changes in your personal circumstances throughout your life.
Our Chartered Wealth Managers will keep you up to date with the performance of your investments through regular meetings and quarterly reports.