Why invest?
There are many reasons including
- To improve the potential for growing your monies over the long term.
- To enhance your financial plan and help give you the best chance of living the lifestyle that you want in the future.
- To help provide flexible income in retirement to enhance your pension income.
- To save for your children or grandchildren.
- For tax planning purposes.
Different investment solutions are often required for different needs.
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.
A changing landscape
Investing has changed considerably in recent times. If you’re considering investing for the first time, there’s more to think about than ever before. If you have existing investments, the investment landscape may well have changed since you took out the investments.
Fuelling your financial plan
Poor investment performance can reduce the chances of you achieving your financial goals, so can being invested in an environment that’s not tax efficient. These can be the difference between you having enough money or not and in turn living your best life possible or not. It’s important to ensure your investments are invested in line with your desired risk profile and aligned to your financial plan. It’s therefore essential all of your investments are managed proactively and nothing is left to chance.
How we can help?
If you are considering investing, we can recommend the best solution for you based on your personal requirements.
If you have existing investments, we can help you make sense of what you have and provide you with a simplified overview.
We will even contact your providers on your behalf for the information that we require for the analysis.
We will also provide you with ideas and options to consider for your investments once we’ve reviewed them.
Proactive financial planning and proactive investment management act as a powerful force
Financial Planning and Investment Management work hand in hand with each other. If you benefit from both, you’ll be provided with the best chance of future success.
If you’re unsure of whether an investment review would be beneficial, below are some of the key areas that we investigate when reviewing investment plans.
Contact us to discuss your
Financial Planning
Our coffee or yours?
Why not get in touch to discuss your requirements? We understand that life is busy, that’s why we’re happy to meet in person or virtually.
Let’s start to plan your future together.
The Partner together with St. James’s Place Wealth Management plc are the data controllers of any personal data you provide to us. For further information on our uses of your personal data, please see the Partner’s Privacy Policy or the St. James’s Place Privacy Policy
.