It’s all in the Planning… 

The key to maximising your Investment decisions, improving the efficiency of your Tax position and helping to safeguard your position is to formulate an Investment Plan. In our role as your Trusted Adviser we help you to review your affairs in a holistic way, and be your first port of call when you have financial matters to discuss. We understand your life will change over time, and your financial goals and objectives need to adapt as opportunities arise and challenges are overcome. We aim to support you throughout the whole process to identify your investment objectives and formulate a plan of action. 

Where you are now… 

The key to maximising your wealth is to review your current portfolio to ensure existing Asset Allocation decisions remain the right investment choice for you. As your Wealth Manager, we can assess your existing portfolio and work with you to provide a bespoke range of investment products which are right for you. 

The Plan of Action… 

The evolutionary nature of markets and the constant development of new financial products ensure an ever changing array of investment choices available. As financial specialists, we can help you to achieve your desired asset allocation with a thorough analysis of the market and all of the asset classes available. Our clients are from a wide range of leading financial and non-financial institutions, FTSE 250 Companies as well as private companies, and this requires a diverse knowledge of markets and financial products for our UK domiciled and non-UK domiciled clients. 

Be Efficient… 

A key part of helping you to optimise your investment decisions is to guide you through the Tax and Investment planning options available as well as giving you access to the St. James's Place portfolio of products. Our holistic approach often means working with external specialists such as tax advisers, accountants and lawyers to solve your specific tax or structural problems.

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.

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.

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