Investment Planning
Investment planning
Whatever your motivation we will provide advice and comprehensive investment planning solutions. We can help you achieve your financial goals providing for the most important moments in your life. You may wish to top up your retirement pot or generate an additional source of income. We will consider your current financial situation, your personal timeline and the level of risk you are comfortable with. We will design a plan that aligns with your specific needs.
St. James’s Place Wealth Management is responsible for over £198.5 bn (as at 30 June 2025) of client funds, they recognise that no single investment house has a monopoly on investment expertise, and therefore they do not employ in-house investment managers. Instead they carefully select a number of external managers of outstanding ability to manage their range of funds.
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.
Lets have a chat
Find out how we can help you by booking a 15 minute meeting, which will take you directly to our calendar.
Your Partner, together with St. James’s Place Wealth Management plc, are the data controllers of any personal data you provide and any further information which you subsequently provide to us. For further information on our uses of your personal data, please see the Partner’s privacy policy which can be accessed on their website and St. James’s Place Wealth Management plc’s privacy policy which can be accessed at www.sjp.co.uk/privacy.
