Investment Planning

Our experts fully appreciate the difficulties of aiming for the best return in our buoyant financial markets. Whether you are looking to achieve tax efficient growth and/or income, we are able to guide you to the most suitable investments available today.

The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.

The levels and bases of taxation and reliefs from taxation can change at any time and are dependent on individual circumstances.