Investment planning

Whether you’re looking to invest for income or growth, the right investment strategy is critical in helping secure your future financial well-being.

I 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.

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.