Reliable wealth management advice and the ability to create the right investment strategy are crucial elements to help secure your future financial well-being.
Whether you are looking to invest for income or growth, we provide the quality advice, comprehensive investment solutions and ongoing service to help you to achieve your financial goals.
St. James’s Place’s carefully constructed, risk-rated portfolios enable you to spread your investments across a wide range of global assets and select fund managers with different investment styles, to create a balanced and diversified investment solution.
Types of investments include:
The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and the value may fall as well as rise. You may get back less than the amount invested.
The levels and bases of taxation, and reliefs from taxation, can change at any time and are generally dependent on individual circumstances.
* Available through Rowan Dartington, the discretionary fund management and stockbroking arm of St. James’s Place. The value of an investment through Rowan Dartington and any income generated may fall as well as rise. You may get back less than the amount invested.
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The Partner Practice is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/about-st-james-place/our-business/our-products-and-services. The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives.
Cathedral Wealth Management Limited is registered in England and Wales, Number 09305526. Registered Office : Hills Barn Unit H, Appledram Lane South, Chichester, PO20 7EG.
