Investment Advice

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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:

  • Growth and Income Portfolios
  • Investing for Income
  • ISA’s and Junior ISA’s
  • Discretionary Fund Management *
  • Investment Bonds
  • Unit Trusts
  • Offshore Investments

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. 

Please call us on 01243 813058 for more information

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