Our Services
Investments
The performance of your investments could make a critical difference to your financial well being in the future, so reliable financial advice, investment products and fund managers you can trust are important.
The vast majority of our new clients come from referrals from our existing clients who have a solid relationship with their St. James's Place Partner and have been very satisfied with the advice and service they have received.
Our Distinctive Approach to Investment Management The St. James's Place Wealth Management Group recognises that no single investment house has a monopoly of investment expertise and therefore adopts an effective solution to this problem. |
Investing for Income With depressed equity markets and interest rates at record lows, the following opportunities for income or capital growth exist for those willing to consider the alternatives. |
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Investing in Volatile Markets Turbulent market conditions are a reminder that investments should always be regarded as long-term commitments. |
ISAs Individual Savings Accounts (ISAs) are investment vehicles which benefit from favourable tax treatment. UK residents can invest up to £10,200 per tax year with no further liability to income or capital gains tax. |
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Investment Bonds The St. James's Place Investment Bond allows you to invest your money, along with other investors' funds, by professional fund managers |
Unit Trusts Unit Trusts can accommodate the tax advantages extended by Personal Equity Plans (PEPs) and Individual Savings Accounts (ISAs). |
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Offshore Investments For some, investing offshore is advantageous. |
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