Wealth Management is an advanced investment advisory discipline that incorporates financial planning and specialist financial services. The key objectives are to provide you and your family with tailored estate planning, taxation advice and investment management, with the goal of sustaining and growing long-term wealth.
My main aim is to help you achieve financial security and independence. You may have assets, investments and/or high levels of income but still be uncertain about how to use these assets to best advantage. My aim is to work with you by presenting the options and making your money work as efficiently as possible.
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.