Investment planning

Whether you are looking to invest for income or growth, the right investment strategy is critical in helping secure your future financial well-being.

We can advise on creating your unique investment strategy. The St. James's Place range of investment solutions and ongoing services have been carefully curated to help you reach your financial goals.

The St. James's Place risk-rated Portfolio solutions mean you can spread your investments across a wide range of asset types and choose fund managers with different investment styles to create a balanced and diversified investment solution.

The value of investments with St. James's Place will be directly linked to the performance of selected funds and these can fall as well as rise. You may get back less than the amount initially invested.


Our investment planning advice services are designed to help grow wealth and protect against inflation.

The value of an investment with St. James's Place or Rowan Dartington may fall as well as rise. You may get back less than the amount invested.

See how our solutions can help you achieve your financial goals