Tim Smith, Partner of St. James's Place, specialises in providing a personalised wealth management service tailored to your individual, unique requirements.

Tim focuses on maintaining a long-term trusted relationship with his clients. His role is to evaluate your current situation and understand your financial goals. This will allow us to formulate a strategy to meet your financial needs and future aspirations.

Tim will carefully consider how changes, both planned and unplanned, may influence your situation and be mindful of how new Legislation and Taxation Law can affect your financial planning. St. James's Place, through its distinctive approach, will monitor the progress of your investment plans and at our subsequent regular meetings Tim is careful to help plan your finances so that you and your family will enjoy the benefits of your planning thereby providing security for your financial future.

At our subsequent meetings Tim will produce updates on your planning. We are looking to provide outcomes so that you and your family will enjoy the benefits of your financial planning for years to come.

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.