Investment planning

Creating and maintaining the right investment strategy plays a vital role in securing your financial future. Whether you are looking to invest for income or growth, we can provide the quality advice, comprehensive investment solutions and ongoing service to help you achieve your financial goals.

We offer a range of carefully constructed, risk-rated portfolios that enables you to spread your investments across a wide range of asset types and countries, and to choose fund managers with different investment styles to create a balanced and diversified investment solution.

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. You should also bear in mind that the levels and bases of taxation and reliefs from taxation can change at any time, and are generally dependent on individual circumstances.

  1. ISA


    Individual Savings Accounts (ISAs) form an important core of most investment portfolios, offering valuable tax advantages and an investment allowance that rises each year in line with inflation.

  2. junior isa

    Junior ISA

    The St. James’s Place Junior ISA provides a flexible and tax-efficient way to build a capital sum to help secure your children's financial future.

  3. growth and income

    Growth and Income Portfolios

    View our range of Growth and Income Portfolios. 

  4. boat at sea

    Discretionary Fund Management

    A range of complementary investment planning solutions is available through Rowan Dartington, the discretionary fund management and stockbroking arm of St. James’s Place.

  5. unit trust

    Unit Trusts

    Unit trusts provide a range of solutions for medium-to long-term capital growth and income.

  6. offshore investments

    Offshore Investment

    St. James’s Place offers a range of offshore investment solutions.

  7. investing for income

    Investing for Income

    With interest rates at historically low levels, Investors should consider alternative ways to invest for income.

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