Making important decisions about what to do with your money can seem like a daunting task, especially with the vast range of options available. Just as a round of golf is never just about playing one hole under par, managing your money is never just about choosing an ISA or pension provider. It’s about the ‘why’; all winning strategies are planned and thought-through.
St. James's Place, proud Principal Partner of the PGA, is financial services company providing a range of wealth management solutions from investments to pensions. We believe that your relationship starts with us, rather than ends, at the point you decide to invest. Our financial advisers will help you plan a way forward that’s right for you with a core focus on understanding your financial needs and aspirations. We believe passionately that the best service is provided through face-to-face, personal advice, mirroring the PGA’s people-orientated ethos.
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.
How can St. James's Place help you?
There is such a vast range of options available when it comes to your finances. Below is a list of services we provide to help you and your family achieve your financial goals:
Whether you are looking to invest for income, growth or a combination of the two, we can provide the quality advice, comprehensive investment solutions and ongoing service to help you achieve your financial goals. We offer a range of individual funds and risk-rated Portfolios to help spread your investments across a wide range of asset types and countries.
The journey towards and through retirement is different for everyone, but most people will broadly experience four stages along the way. These include; starting your savings, reviewing where you have got to, drawing on your retirement savings, and planning your legacy. Each of these stages bring their own challenges and choices, and you will have your own objectives depending where you are on your journey.
Wherever you are, see how we can help you plan for the retirement you deserve.
Protection is fundamental. It may not be the most exciting of subjects, but it answers one of our most basic desires – to keep safe all that we hold dear. Whether you require life assurance, income protection or critical illness cover, we are here to support you.
We offer a range of first charge mortgages and through our selected relationships in the banking market, we offer access to specialist cash deposit, lending and banking services.*
We offer advice for those who are planning to move abroad, or are moving back to the UK. We are here to help you understand the financial considerations that come with this transition and will provide step by step guidance along your journey.
Traditionally, wealth has passed from one generation to the next upon death. However, intergenerational wealth management challenges that notion and looks at how families can use their wealth more collaboratively to support each other during their lifetimes.
At St. James’s Place, we believe this innovative concept of intergenerational wealth management offers the perfect solutions to meet the modern family’s needs, whether it be estate and protection planning or safeguarding your business' future, we can help.
Your home may be repossessed if you do not keep up repayments on your mortgage.
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.
*Where access is provided enquiries for these will be referred to a service that is separate and distinct to those offered by St. James’s Place.
