SJP Prepare for life’s changes
As you progress through life, you’re likely to experience significant changes, exciting new opportunities – and perhaps a challenge or two. Your financial priorities are likely to shift, so you’ll need advice that evolves with you.
Whatever is happening, we’ll help support you to make the best financial decisions for you and your loved ones.
Between growing your career and additional responsibilities at home, it can be hard to find time to plan for the future. We’ll help you make the smartest decisions for you that aim to maximise your financial opportunities.
If you find you’re paying more tax than ever, we’ll help you make the most of the reliefs and allowances available to you, perhaps with an ISA, a JISA or a pension – so everyone benefits.
Life can be complex, making planning for the present and future a challenge. We can support you through any financial situation, including parenthood, divorce, remarriage or bereavement – and help you prepare for the unexpected.
By the numbers:
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.
*Subject to a maximum of 100% of earnings if this is lower.
