Saint James's Place

MancJonny

SweatyBald wrote: »

As an update, I've contacted an IFA and he's happy to spend 2 hours going through the returns with me so I can gauge performance. He'll do this for a fixed fee and understands I may not move.
The outcome of this will very likely determine what I do next.
So this will come down to how well the book has performed in line with my original objectives, as I've said I can't fault the service.
I'll update everyone with as much detail as I can share after my meeting.

How did it go?

I'd be interested to know what the IFA said about SJP, and whether or not it was as mordant as the comments re SJP predictably are on these forums.

SweatyBald

The IFA suggested 2 hours to review the portfolio returns and fees and give me an independent assessment of them versus industry benchmarks. He should come back to me within a few days. I will update this thread when I have a response.