We do this by focusing on priorities, concerns and goals and implementing tailored financial solutions designed to achieve those goals, revisiting the plan with regularity to ensure the highest potential of achieving their aspirations.
We help individual and corporate clients build a strategy around current and future circumstances, including attitude to risk, to implement a solid financial plan, working closely with other professional practices such as Accountants and Solicitors where required.
We monitor our clients plans with regularity and modify where appropriate to help ensure optimum performance and take account of legislative changes, new market opportunities or a change in circumstances.
Our clients have access to the St. James's Place distinctive investment management approach and St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the Group, more details of which are set out on the Group's website a www.sjp.co.uk/products.
Areas of financial planning where advice is offered include but are not limited to:
- Protection, for example life cover and ill health provisions
- Retirement planning and income in retirement
- Investment and saving solutions
- School fees planning
- Inheritance tax
- Business solutions
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.
Equities do not provide the security of capital associated with a deposit account with a bank or building society.