Client login
  • Home
  • Services
  • About Liberty
  • News
  • Contact us
  • Book a meeting
  • Ask an adviser
  • Refer a friend or family member
  • Client login
  • Legal
  • Privacy policy
  • FAQs
  • Sitemap
  • –
Investing in small companies: making a big difference?

Investing in small companies: making a big difference?

by Stuart Rothwell | Mar 21, 2025 | Assets, Economy, Growing, Investments, Planning, St. James’s Place News

Smaller companies can be more volatile than large companies but may have higher potential for growth. After years of underperformance, there are attractive valuations within the asset class. Smaller companies are often used as a layer of diversification by investors....
What do we mean by ‘systematic investing’?

What do we mean by ‘systematic investing’?

by Stuart Rothwell | Feb 26, 2025 | Assets, Economy, Growing, Investments, Planning, St. James’s Place News

Systematic investing is an active, rules-based investment approach. These rules focus on performance indicators and are applied across a fund’s investment universe in order to enhance returns or manage risks. Combining different types of investment strategies, such as...
Unforeseen consequences: How far reaching will US tariffs be?

Unforeseen consequences: How far reaching will US tariffs be?

by Stuart Rothwell | Feb 5, 2025 | Assets, Budget, Business, Economy, Featured Liberty news, Growing, Investments, Planning, St. James’s Place News

Global supply chains may be a casualty of the US tariff actions, extending its impact beyond just the directly affected countries. Experts at SJP explore the potential long-term ramifications of the latest in protectionist measures. The moves by the US to implement...
Passive – Active: it’s not either/or

Passive – Active: it’s not either/or

by Stuart Rothwell | Jan 24, 2025 | Assets, Estate Planning, Growing, Investments, Planning, St. James’s Place News

The debate between active investing (where a fund manager picks stocks to try and outperform the market) and passive investing (where the aim is to replicate the market) is now dated. Today, there are a range of options between these two poles. The basic argument for...
Political shifts: what does it mean for markets?

Political shifts: what does it mean for markets?

by Stuart Rothwell | Jan 3, 2025 | Assets, Economy, Growing, Investments, Planning, St. James’s Place News

Last year a record number of people across the globe voted for change. While new governments are likely to bring in new policies, we expect inflation and interest rates to remain relatively high in the short term. In 2024, more than half the world’s population went to...
Beyond the Ballot: the US election 2024

Beyond the Ballot: the US election 2024

by Stuart Rothwell | Oct 15, 2024 | Assets, Economy, Estate Planning, Featured Liberty news, Growing, Investments, Planning, St. James’s Place News

Globally, more voters than ever in history headed to the polls this year, with more than 60 elections representing about half of the world’s population. Elections can fuel short-term emotional behaviour, but at St. James’s Place we take a medium-term view. It’s...
12345  

Keep in contact

Integrity. Excellence. Trust.

The Partner Practice is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group’s wealth management products and services, more details of which are set out on the group’s website www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. Liberty Wealth Management Ltd, Registered in England, Company Number: 3783537, Registered Office: 47b High Street, Ongar, Essex CM5 9DT.

SJP approved as at 23/12/24

© Liberty Wealth Management Ltd

Legal Privacy policy FAQs Site map

Based in Essex

Liberty Wealth Management
68 Woodbrooke Way
Corringham
Essex
SS17 9DW

You can reach us at:

libertywm@sjpp.co.uk
01375 656020

Sign-up for our newsletter

You can reach us at:

libertywm@sjpp.co.uk
01375 656020

Sign up for our newsletter

Share page

Integrity. Excellence. Trust.

The Partner Practice is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group’s wealth management products and services, more details of which are set out on the group’s website www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. Liberty Wealth Management Ltd, Registered in England, Company Number: 3783537, Registered Office: 47b High Street, Ongar, Essex CM5 9DT.

SJP approved as at 23/12/24

© Liberty Wealth Management Ltd

Legal Privacy policy FAQs Site map

Book a meeting

Please complete the details below.
We will send a confirmation email or text message.


    Please select the areas of interest for the meeting

    *Advice relating to a Will or Power of Attorney involves the referral to a service that is separate and distinct to those offered by St. James's Place.



    Liberty, together with St. James’s Place Wealth Management plc are the data controllers of any personal data you provide to us. For further information on our uses of your personal data, please see the Liberty Privacy Policy or the St. James's Place Privacy Policy.

    Where you are providing us with personal data about another individual, you will inform them that you are providing their information to us, refer them to St. James's Place Wealth Management Plc's privacy notice available at www.sjp.co.uk or our privacy notice available on our web site.

    Refer a friend
    or family member

    Please complete the details below.


      How would you feel most comfortable making a recommendation?


      Liberty, together with St. James’s Place Wealth Management plc are the data controllers of any personal data you provide to us. For further information on our uses of your personal data, please see the Liberty Privacy Policy or the St. James's Place Privacy Policy.

      Where you are providing us with personal data about another individual, you will inform them that you are providing their information to us, refer them to St. James's Place Wealth Management Plc's privacy notice available at www.sjp.co.uk or our privacy notice available on our web site.

      Share page

       

      Hey, it looks like something is of interest to you.
      Great, please share the page address using the links below.

      Facebook
      LinkedIn
      Twitter
      Email link
      Copy link

      Search

      Event sign up form to be added here

      Liberty cookies

      We use cookies to ensure we provide the best experience on our site. Our cookies retain minimal information, and are used to speed up the performance of the site.
      We assume that by using our site, you are happy to receive our cookies.

      Please see our Privacy Policy.
      Click to accept