The Right Investment Strategy
Whether you’re looking to invest for income or growth, the right investment strategy is critical in helping secure your future financial wellbeing.
We can offer you advice which helps create the right investment strategy, based on your own specific circumstances.
The St. James's Place range of investment solutions and ongoing services has been carefully refined to help you reach your financial goals.
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.
Working with St. James's Place
St. James's Place risk-rated portfolios enable you to spread your investments across a wide range of global asset types, run by 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.
Our Services
ISA
ISAs are one of the most popular and tax-efficient methods of saving and investing for the future. St. James's Place draws on the expertise of some of the world’s top investment professionals to manage its ISA funds.
The value of an ISA 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.
The favourable tax treatment of ISAs may be subject to changes in legislation in the future.
Junior ISA
The 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.
The value of an JISA 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.
The favourable tax treatment of JISAs may be subject to changes in legislation in the future.
Unit Trusts
Unit Trusts are a crucial component of a stocks and shares ISA, and offer a range of benefits to investors. They provide a solution for medium to long term capital growth and income.
The value of an ISA 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.
The favourable tax treatment of ISAs may be subject to changes in legislation in the future.
Investing for Income
St. James's Place offers a range of income solutions. Investing across many asset classes, helping provide you with a diversified and personally tailored portfolio.
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.
Investment Bonds
The St. James's Place Investment Bond offers a long-term, simple and flexible solution, allowing investors to spread their risk.
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.
Offshore Investments
We have access to a range of offshore solutions, designed for investors who wish to invest into a wider range of asset classes and currencies.
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.
Discretionary & Stockbroking Services
We offer the most individually focused wealth management. Our discretionary and stockbroking services are for investors who have specific investment requirements or preferences, or who want to delegate control of their investments.
Through Rowan Dartington, a wholly owned subsidiary of St. James’s Place.
The value of your investment may fall as well as rise. You may get back less than you invested.
Growth & Income Portfolios
To help you choose investments that are appropriate to you, we have created risk-related Growth and Income Portfolios from our range of funds designed to help investors achieve their financial objectives.
The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select. The value may fall as well as rise.