Investment Planning

Whether you are looking to invest for income or growth, having the right investment strategy will be paramount to help you secure your financial well being for the future. I can provide the quality advice, comprehensive investment solutions and ongoing service to help you achieve your financial goals.

St. James’s Place’s risk-rated portfolios enable you to spread your investments across a wide range of global asset types and choose fund managers with different investment styles to create a balanced and diversified investment solution.

Access to St. James’s Place fund fact sheets, key fund information and performance data can be found here.

If you would like to know more why not give me a ring today on 07545 304966 or fill in my simple contact form here

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.