We offer a personalised client facing service backed by the strength, infrastructure and highly diverse expertise of the prestigious St. James’s Place Wealth Management to deliver a true wealth management proposition.
Wealth Management incorporates financial planning, investment portfolio management and a number of other aggregated financial services including estate planning, tax expertise and legal resource*, the aim - is to sustain and grow your long term wealth.
We understand that in order for you to achieve your goals it is important to put in place a disciplined and ongoing planning process.
A process that is underpinned by true commitment from both us and you - supported by a tailored service and review programme that will help achieve your long term objectives.
This is delivered by a highly qualified and experienced team of people using the very latest systems and in an environment of integrity, commitment and transparency keeping you involved, informed and in control.
Working together with you and your other trusted professionals we aim to deliver solutions to exceed your expectations.
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.