The focus is on understanding what’s truly important to you. Whether that’s planning for retirement, protecting your family, saving for the holiday of a lifetime, or simply feeling more confident about your money. We look to educate as well as guide, believing strongly in financial education. The more informed you become, the better decision making and the better planning becomes.

We work with individuals from all backgrounds, from those with little to no experience with investing or financial products, to those who have complex needs that require more finesse. If you are simply wanting to test the waters, we are available to help.

What I Help With

Here at Mythril, we provide fully holistic financial planning, looking at every aspect of your financial life to ensure all parts work together toward your long-term goals.

Areas we consider include:

• Cashflow and budgeting
• Protection and specialist insurance needs
• Retirement planning
• Investment strategy
• Tax-efficient planning
• Estate and legacy planning
• Corporate and business planning

Your Planning Journey

We work with you, at your speed, ensuring you are comfortable at every stage.

1. First meeting: Getting to know you, your wants and understanding the current financial situation. It’s always best to have documents and budget information ready before the meeting.
2. Second meeting: We go through your planning and help put it into action.

Between these two main sessions, you are not left alone! We update you on the journey and what stage we are at before meeting up again. There’s no obligation to continue at any stage, you are in control, we are here to help.

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.