Investing your hard-earned wealth involves an important discussion and consultation process with one of our qualified advisers. We will assess your finances, agree your short, medium and long-term goals and then invest accordingly.

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.

Depending on your age and life-stage, creating wealth can look different. However, the sooner you start saving the better. You may want to pass money onto your children or even start a savings plan for a grandchild, it is never too soon to start tucking a little away.

Every client’s situation will be unique, however, there are a number of areas we will need review at to protect your hard-earned assets such as a well written Will, understanding any Tax liabilities such as Inheritance Tax.

Will writing involves the referral to a service that is separate and distinct to those offered by St. James's Place. Wills are not regulated by the Financial Conduct Authority.

We have the in-house expertise and access to professional specialists to support you in your wider financial planning needs, from trusts and tax advice to portfolio management services.