Our Vision
Everyone should have the ultimate peace of mind when it comes to their finances.
Our mission is to educate and serve those that want to remove uncertainty and put in plans to ensure their money works for them to provide the secure future they want.
Wealth Management isn't just for the wealthy
Dont be put off by the term "Wealth Management"
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For some in the world they have accumulated wealth but this is more about being prepared no matter how financially wealthy you are.
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There are a variety of products available to suit all budgets and all can be used to do one thing...give you the financial freedom to choose what you want to do in life.
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That may be to retire early, provide money for loved ones not yet born through focused planning and investing, maximise tax savings and much more.
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​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
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The levels and bases of taxation and reliefs from taxation can change at any time. Tax relief is dependent on individual circumstances.
Accountability and
performance
It's your money we look after. You're in control.
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You put your trust in us to guide and advise you to get the most from it. We are fully accountable to you in trying to get the very best performance we can.
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Of course, some things are just out of our control but over a period of time you can be sure of diligent expertise.
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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 the amount invested.
