Private clients

Financial planning and investment management can be complex, but we are committed to making things as clear as possible.

As a client of James Hambro & Partners, you will have a dedicated team to look after you. Over time you can expect to get to know them well.

When you first meet the team, they will take time to learn about you and your family – understanding your current position and your financial goals.

Our financial planning and investment experts sit alongside each other and work closely together – so all your needs can be met efficiently in one place.

A team of two portfolio managers and an assistant portfolio manager will be responsible for managing your money. They are joined by a client service manager, who is there to ensure the smooth setting up and ongoing administration of your accounts.

Remember, you are welcome to talk directly to your team whenever you wish. We also provide regular plain-English market commentary and useful financial planning guides, as well as online valuations. Our aim is to give you all the information you need in the format that best suits you – so that you always feel fully in control.

Your team will shape and manage your investments so that they are fully in line with your personal needs, leaving you to enjoy the peace of mind that comes with knowing you have a clear, agreed plan being executed by experts.

The value of your investments and the income received from them can fall as well as rise. You may not get back the amount you invested.

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