Protected: Our approach to Investment Management
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With our help, your wealth becomes the fuel that powers your future – a means of enjoying the life you want and looking after those you love. Whatever your goals and wherever you are in life, we build a financial plan that’s fit for the weeks, months and years ahead.
What will your future be like? It can be easy to think of the future as being unknowable, but planning ahead can smooth out many of the uncertainties and help your goals and aspirations become reality. When we work with you, we always encourage you to consider the future you want – and then we help make it happen.
Planning helps you…
Investing for the future is fundamental to most people’s financial plans, but understanding how, why and what to invest in requires specialist expertise. We understand that your ideal investment strategy depends on many factors, but by getting to know your reasons for investing and your attitude to risk, we can give you the comprehensive advice you need.
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.
Our investment planning helps you…
Most people like to look ahead to an enjoyable retirement. For many, it represents the stage of life that will give them time and space to pursue their personal passions. But it takes planning to achieve the retirement you want, and not everyone has the foresight to make the right choices today.
Retirement planning helps you…
We can’t see into the future, but we can help you plan for events that might happen and that could have a major impact on you, your family and your wealth. By understanding your situation in detail, we can help protect you from life’s many storms, both minor and major.
Protection planning helps you…
All kinds of events can end up knocking your plans off course, and it takes expert advice to make sure your wealth is protected for future generations.
Our team guides you through the process of planning the legacy you will one day leave behind. We consider the effects of inheritance tax and the possibility of unexpected events, making sure your wealth is retained and protected for those you love.
The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.
Legacy Planning helps you…
Running a business is hard work and it’s important to ensure your hard work is creating financial security. You and your employees all rely on your business, and taking steps to secure its financial future is all part of being successful at what you do.
Financial planning for your business helps you…
Some people like to see big numbers – and we’re happy with that. We understand that it’s reassuring to know we help over 7,000 clients with around £1.3 billion of funds under management, and have a network of over 30 expert advisers around the UK.
But the numbers don’t tell the full story. Because at the heart of these figures are the personal relationships we build – the in-depth understanding that comes with regularly meeting face-to-face. Every financial plan we put together is built on this understanding, always with the aim of achieving each client’s personal goals.
This means we believe that by bringing together the right adviser for the right client and offering the best services and solutions available – we can provide an industry-leading service that powers prosperity for our clients.
A strong personal relationship is the firm foundation on which every financial plan is built. All our advisers are experts in their field – in understanding how to unlock your wealth’s potential to achieve your aspirations and goals. But more than that, they are friendly individuals committed to getting to know you personally, because only then can the plan we put together truly reflect who you are.
When you meet us, our passion and integrity should shine through. From the very first meeting, we listen carefully, learn about who you are, and build a financial plan designed to help you achieve your goals. We do it day in, day out, over and over – and it’s why our clients recommend us again and again.
But behind our approachable expertise and our specialist skills lies a deeper drive – a commitment to create prosperity for all our clients. Through this prosperity, we help individuals, their families, their colleagues and businesses achieve more in life and build the thriving futures they deserve.
Our driving force is powering prosperity for our clients. By providing a fantastic service and achieving great results for our clients we also benefit with organic growth through referrals. We have also been pleased to receive recognition for our work through industry awards, which our team all play their part in achieving together.
As a Principal Partner Practice of St. James’s Place Wealth Management you benefit from our personal service backed by a FTSE 100 company who guarantees the suitability of the advice given by our Advisers when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group’s website
Founded in 1991, the Foundation is the charitable arm of the St. James’s Place Wealth Management Group and has so far raised and distributed over £93 million to help make a significant difference to the lives of children and young people. The Charitable Foundation has funded hundreds of projects, which is owed to the tremendous commitment that the St. James’s Place community show to the Charitable Foundation year after year.
We are committed to helping you manage your wealth in a way which reflects your personal circumstances.
My Advice Portal, our online advice hub, makes receiving our friendly, professional advice even more convenient.
Help manage your finances using your own secure, personal account.
Electronic signatures to reduce paperwork
Online sessions with your Adviser through our virtual ‘Client Meeting Rooms’
Securely store important policies
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