Planning for a secure future is one of the most important steps you will ever take, be it for yourself, your family or your business. Planning for your future prosperity will require an ongoing commitment to building and maintaining long-term, trusted relationships to ensure that you receive advice of the highest standard. Our commitment is to provide high levels of advice and service to all our clients, and as a Partner Practice of St. James's Place Wealth Management, we have access to St. James's Place Wealth Management Groups distinctive approach to Investment Management and their guarantee of my advice to you.
Changes in your personal circumstances, market conditions or the effects of inflation will require you to regularly review and act upon your financial plans so that you can achieve your personal short term and long term needs.
We offer a personal wealth management service, we do not provide off-the-shelf (or off-the-web) solutions, but offer you the benefit of a single relationship to meet all your financial needs, whether your priority is to:
- Build or preserve capital
- Manage cash and borrowings
- Gain financial protection against risk
- Minimise Inheritance Tax Liability
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.