Whether you’re looking for income, growth or a combination of both, we offer quality advice, comprehensive investment solutions and ongoing service.
With regular reviews, we adjust your portfolio to meet your changing needs and current market conditions to help you achieve your financial goals.
As Partner Practice of St. James’s Place, we have access to their distinctive investment management approach, which draws on the expertise of some of the world’s top investment professionals.
The independent members of the committee have been carefully selected for their individual expertise. This allows us to help you diversify your investments across a wide range of global investment types.
The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than you invested.
The St. James’s Place approach to investment management only applies to St. James’s Place Products.