So, we start with the simplest, hardest question of all: what do you want out of life?

 It usually works out that some events you can plan for, others not. And it’s the mix that a successful financial strategy will be shaped around. In short, something that gives you the funds no matter what.

 We help you navigate the many different options available, always considering your aims, experience and attitude to risk. Our recommendations are tailored to you - whether you’re investing for growth, income or both.

Through our access to the St. James’s Place fund managers we can help you put together a portfolio that will balance risk across different assets and locations and tax allowances and liabilities.

As ever, 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.