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 Model Portfolios 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.

ISA

ISAs are one of the most popular and tax-efficient methods of saving and investing for the future. We draw on the expertise of some of the world’s top investment professionals to manage our ISA funds.

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Junior ISA

St. James’s Place Junior ISA provides a flexible, tax-efficient way to build a capital sum to help secure the next generation’s financial future.

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Unit Trusts

Unit Trusts are a core component of stocks, with a range of benefits. They provide a solution for medium to long term capital growth and income.

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Investment for income

St. James’s Place offers a range of income solutions. We invest across many asset classes, helping provide you with a diversified and personally tailored portfolio.

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Investment Bonds

The St. James’s Place Investment Bond offers a long-term, simple and flexible solution, allowing you to spread risk.

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Discretionary and Stockbroking Services

We offer wealth management services through Rowan Dartington, a wholly owned subsidiary of St. James’s Place, centred on you.

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Offshore

The St. James’s Place range of international investments are ideal if you want to invest in a wider range of asset classes and currencies.

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