Successful investment planning is critical to the financial well-being of my clients. In many cases my role is to work alongside clients to review all their investments.
I also provide direct access to the investment solutions from the 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 my 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 straightforward selection process, spread their investments among the broadly based Managed Funds run by a number of these external managers. This helps protect them against the risk that a single management group may get things wrong.
More 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 use of these resources and can switch between managers or take advantage of any new managers who may join the St. James’s Place Wealth Management Group’s family of funds.
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 go down as well as up. You may get back less than you invested.