Managing your wealth effectively starts with creating your Investment Plan, and we can help you to formulate this plan by having face to face meetings, reviewing your existing investments and adding our expert knowledge of financial products suitable for your needs. 

We help you analyse the performance of your existing portfolio and income streams and ensure that these investments are working as effectively and tax efficiently as possible. 

If you would like to receive a guide, please email us and you will be sent a complimentary copy of your chosen guide(s) by post as soon as possible. Our team will follow up with a courtesy call to ensure they have arrived safely and to discuss any questions you may have. 

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.