The emphasis is on maintaining a long-term relationship. 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
- Reduce Inheritance Tax liabilities
- Obtain Mortgage advice
We aim to keep our clients aware of the most up to date information within the markets, producing a Monday Market Bulletin which highlights key financial and economic issues on a weekly basis is just one example.
Financial Advice you can trust
The financial world is complex and fast changing, thus it is hardly surprising that very few individuals manage their finances well. Some have neither the time, nor very often, the inclination to make the most of what is on offer.
We offer you knowledge and experience – backed by a financially strong organisation that guarantees the advice given when recommending any of the products or services provided by companies within the St. James's Place Wealth Management Group and which has the expertise to invest your money skillfully.
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.