Tel: 01157043640 Mon - Fri: 9am - 5pm

For You & Your Family

Investments & Savings

Investment is a route to growing your wealth, diversifying your income and making your money work for you. Strategy in investment is a way to do this most effectively, protecting your long-term financial future.

You may be looking to set up an ISA to maximise your savings, or secure finances for the next generation with a Junior ISA. You may wish to explore a wider range of investments and currencies offshore, or seek a simple investment bond at home.

Whatever you are looking to do with your wealth, we can help you make informed choices. As ever, we will tailor advice to your specific goals and circumstances, in keeping with your financial thinking.

St. James’s Place risk-rated portfolios enable you to spread your investments across a wide range of global asset types, run by fund managers with different investment styles, to create a balanced and diversified investment solution.

Get in touch today to find out how we can help you.

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 favourable tax treatment of ISAs may not be maintained in the future and is subject to changes in legislation.

Contact us to discuss your goals or to simply find out more.

Get In Touch