Regardless of what you are investing for, we can help navigate the many different options available. We will fully consider your aims, experience, and views on risk to make recommendations regardless of whether you are investing for growth, income or both.

We can help you put together a portfolio that will help to balance risk across different assets and geographical locations as we have access to the expertise of the St. James’s Place fund managers.  We can help consider the tax implication of investing making sure allowances such as ISA’s are maximised where possible.

Get in touch to find out more.

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.

The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief generally depends on individual circumstances.