Whether you’re an experienced investor or a newcomer delving into it for the first time, the very least you expect is a return on your investments. But what kind of return are you looking for, and which is best for you?

We’ll help you to identify and manage your investment strategy. You might be looking for growth, income, a financial buffer for a little security or perhaps a little bit of all three. Whichever it is, we’ll make sure it’s the right strategy for you and in line with your objectives.

We’ll get to know you and your financial goals inside out and then work with you to help make them a reality. We know how hard you’ve worked to get to where you are, and we’ll make sure that both we and your money work as hard as you.

Case Study:

Experienced Investor

Steve, 53, is a CEO based in London. Married to Karen, he is an experienced and knowledgeable investor but, as a successful and busy individual with a hectic schedule, he often does not have time to manage his investment portfolio.

Steve and Karen are a dynamic and ambitious couple, looking for more than just investment advice. They’re after reassurance and peace of mind that their investment strategies are being looked after so that they can get on with the day to day running of their lives and careers.

Emma worked with Steve and Karen together, to identify their Future Perfect and to help them develop a financial strategy to get there. Whilst Steve has extensive investment experience, Karen has less so, making it important to provide her with a reliable and trusted source of advice that has full knowledge of both their portfolios and strategies should anything happen to Steve. Like many couples, they want to avoid relying on just one of them, for something so important as their future financial security.

Today, Steve and Karen know that their investment strategy is robust and set up with their specific objectives in mind. Not only that, but their regular meetings with Emma ensure that any changes to their circumstances or financial regulations are factored in and acted on quickly. We give them access to the world class investment managers to help maximise their returns and all without the hassle of having to search the entire market. We provide them with fund expertise that is usually only available to large institutional investors and a level of exclusivity far beyond what they might expect from other wealth managers.

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.

For us it was all about finding an adviser we could trust and someone who provides high quality investment vehicles that generate the best possible returns. Emma gives us the confidence and time to focus on busy work and social challenges knowing our investments are in great hands.

Steve | Experienced Investor

Our Process

We’ve developed a simple three step process to ensure that our clients get the most of their relationship with us. Find our more about our process.