Planning for a secure future whether for yourself, your family or your business is one of the most important steps you will ever take. It is useful to regularly review your financial situation to take advantage of any developments in legislation and tax law. If there are changes in your circumstances, such as starting a family, changing jobs, starting your own business or receiving an inheritance, a review of your financial goals is crucial.
Based on core values of the utmost professionalism, excellence of service and, perhaps most importantly, integrity, I will help you develop a wealth management strategy to meet your financial objectives and aspirations both now and in the future.
It is fundamental that I get to know my clients well - and they get to know me – so that we are able to work together and forge long-term relationships built on mutual trust and understanding. All prospective clients are provided with a no-obligation initial consultation for them to decide whether St. James’s Place and our distinctive approach to Investment Management is right for them.
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.