A successful investment is critical to the financial well being of our clients. In many cases the role of our Practice is to work along side clients to review all their investments.

We also provide direct access to the investment solutions from St. James's Place Wealth Management Group. They have a distinctive approach to investment in which they do not employ investment managers of their own. Instead they select from the very best of external fund management specialists and keep their performance under review.

The external managers run a comprehensive range of Managed and Specialist Funds, giving our clients access to a comprehensive spectrum of UK and Worldwide Investment opportunities, under-pinned by a rigorous process focused at aiming to deliver above average performance.

Most clients, using a straight forward selection process, spread their investments among the broadly based Managed Funds run by a number of these external managers. This helps to protect them against the risk that a single management group may get things wrong.

Most experienced investors have the opportunity to choose the Managers and types of Fund they feel are appropriate to their own investment objectives. They are able to adopt a range of strategies to make the most of these resources and can switch between managers or take advantage of any new managers who may join the St. James's Place Group Family of Funds.