A.D. Mitchell Financial Planning Ltd

Partner Practice of St. James's Place Wealth Management

Investments
Annual Report of the St. James's Place Investment Committee 2019 [1511 kb]

The Annual Report of the Investment Committee 2019 provides review of the key events that have impacted the investment markets.

Download
St. James's Place Corporate Brochure [3094 kb]

The financial world is complex and fast changing. St. James's Place provides expert financial advice, often specialising in specific areas. All advice provided by the St. James's Place Partnership is guaranteed by St. James's Place.

Download
Our Approach to Investment Management and the Investment Committee [7276 kb]

Recognising that no single investment house has a monopoly on investment expertise, St. James's Place carefully select a number of external managers of outstanding ability to manage our funds. The fund managers are managed by the St. James's Place Investment Committee.

Download
St. James's Place Investment Bond [2299 kb]

The St. James's Place Investment Bond allows your money to be invested, along with other investors' funds, by professional fund managers, who are carefully selected and monitored.

Download
St. James's Place International Investment Bond [3458 kb]

The St. James's Place International Investment Bond is designed to help maximise growth prospects, spread risk and provide the option of a regular income.

Download
Introducing the Fund Managers [2508 kb]

Here you will find a summary of the funds available through St. James’s Place, together with their objectives; and details of the investment companies who manage those funds and their investment styles.

Download
Informative Articles
Understanding the balance between risk and reward [1407 kb]

This document aims to help you to answer the following important questions: What risks do you face when investing? What types of investments can you choose? How can you choose investments that are right for you? How can you diversify your investments?

Download