Individuals

You may be at the accumulation phase of your financial planning journey. Typically, this will require advice on matters such as regular savings plans, investments and pensions.

It could be that your financial plans are firmly established. You may wish to review whether these plans are structured as tax-efficiently as they should be, or whether the Investment Management Approach of your existing arrangements can be enhanced.

Whatever your circumstances, we’d be delighted to meet with you and help you achieve your financial aspirations.

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 depends on individual circumstances.