Focusing on face to face advice personalised to our clients needs, our aim is to ensure that you allocate sufficient time and access to guidance to fully understand your current financial arrangements and to agree a coherent strategy for the short, medium and long term.  We will then monitor and review that strategy ensuring that the investments are managed in line with your own objectives.

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.