Poole Graham Wealth Consultancy Ltd

Partner Practice of St. James's Place Wealth Management

Exit strategies may include the referral to a service that is separate and distinct to those offered by St. James's Place.

The value of an investment 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.