Investment Planning

Working with our clients to help them to achieve their financial planning goals.

As a Senior Partner Practice of St. James’s Place Wealth Management, we have access to the St. James’s Place Approach to Investment Management. St. James’s Place recognise that no single investment house has a monopoly on investment expertise and therefore they adopt a distinctive solution to this problem. They carefully select a number of external managers of outstanding ability to manage the range of funds.

St. James’s Place continually monitor these managers to ensure they maintain the standards for which they were selected.

St. James’s Place believe that this investment process provides our clients with the best chance to achieve superior returns over the medium to long term.

Please be aware that past performance is not indicative of future performance. 

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.