The same principles apply to wealth management. Financial security is more important now than it has been for many years, especially with so much uncertainty still surrounding world economics and the pressures faced in the United Kingdom specifically. Investments need to reflect the right level of risk and reward, with the preservation of wealth as important as the growth achievable in the current climate. There are no off-the-shelf solutions: our experience is that each client has their own concerns, responsibilities and ambitions. Advice must be bespoke.
We offer face-to-face advice and provide our clients with choice. Appropriate planning means having the choice to retire early, the choice to decide how your investments are taxed and the ability to select how much inheritance tax an estate may attract.
Should you have a particular query concerning the management of your wealth please do not hesitate to contact me.
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.