If there are changes in your circumstances, such as starting a family, changing jobs, starting your own business, receiving an inheritance, or approaching retirement, a review of your financial goals is crucial.
As a Partner Practice of St. James's Place Wealth Management, our focus is on you and on achieving or maintaining financial security for you and your loved ones.
The products and services we recommend have been carefully selected and represent ‘best of breed’ in every area of financial planning. St. James's Place recognises that no single investment house has a monopoly of investment expertise and therefore adopts an effective solution to this problem. We do not employ any in-house investment managers, instead we carefully select a number of external managers of outstanding ability to manage our range of funds.
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.