After determining your specific financial goals and objectives, and assessing your risk tolerances, we will be able to develop a comprehensive strategy tailored to your individual needs, in the following areas:
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.
* Trusts and some areas of Inheritance Tax Planning are not regulated by the Financial Conduct Authority.
** May involve the recommendation of products and services that are separate and distinct from those offered as Representatives of the St. James's Place Wealth Management Group.