We pride ourselves in understanding your goals, often more emotive than financially led, helping you put in place a financial strategy. Helping you consider your financial future gives you clarity to make smart decisions. We very much want to understand our clients’ ‘wants’ and ‘needs’, as well as any ‘fears’ and ‘concerns’ to give you peace of mind.
We are here to help turn the uncertain into the more certain. Whilst we can’t predict the future, we will work with you to make sure you are in control and help you make the best use of your assets, investments and tax position.
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.
