Many of our clients are experienced investors with established portfolios and significant assets who are actively involved in their investment strategy. But many are also less experienced or taking their first steps. Whichever you are, we’ll work closely with you, helping to ensure that your investments are properly looked after, that your funds continue to perform and that your security is strengthened.
We know that people invest for different reasons. For some, it’s about growth; for others it’s about income and, for some it’s simply about security and reassurance. Whether you’re looking for income or growth from ISAs, investment bonds, unit trusts, discretionary fund management* or even offshore investments, we can help you put together the right strategy.
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 is generally dependent on individual circumstances.
*Through Rowan Dartington, the Stockbroking arm of St. James's Place Wealth Management.