Investments

Investment planning for future financial well-being

Investment planning advice

Create investment strategies to secure your future

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

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.

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.

Investment Services

Investment Planning

Service and financial advice supported by Hall & Costello

Book Appointment

ISA's

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

Junior ISA's

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

Growth and Income Portfolios

To help you choose investments that are appropriate to you, SJP have created risk-related Growth and Income Portfolios from their range of funds designed to help investors achieve their financial objectives.

Discretionary and Stockbroking Services

We advise all aspects of wealth management tailored to suit every individuals needs. We offer access to discretionary and stockbroking services for investors who have specific investment requirements or preferences, or who want to delegate control of their investments.

Offshore investments

We offer a range of offshore solutions, designed for investors who wish to invest into a wider range of asset classes and currencies.

Investing for income

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

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.

The favourable tax treatment of ISAs may not be maintained in the future and is subject to changes in legislation.