Our approach
Have you ever thought what freedom really means to you?
Although the idea is simple, this question can be difficult to answer. For most people freedom is underpinned by financial independence - being able to live and not worry about money.
Our approach is different because, when it comes to investing, we do not simply aim to outperform the market, instead we focus on you and your future goals. Goal-based investing is much more powerful than traditional investing. It gives you a purpose and a vision, enabling us to create a roadmap to help you achieve your goals and to secure a brighter future for your family.
At the core of our advice process is an in-depth discussion about you, your financial objectives and future priorities. From initial consultation, until your retirement and beyond, we are here to support and guide you, ensuring that your plans and financial goals are regularly reviewed and remain relevant.
This ensures that your affairs are structured in the most appropriate way for you, your family and your business - now and in the future - delivering up-to-date knowledge, best practice and expert advice to meet your changing needs through all the major milestones of your and your family’s life.
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.
Testimonials
