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.

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Investment Planning

We can offer you advice which helps create the right investment strategy, based on your own specific circumstances.

We have access to a range of investment solutions and ongoing services which have 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.

Make your money work for you

We offer a full range of expert advice and services across all areas of retirement planning. Whether you’re looking to maximise your pension fund, you’re nearing retirement yourself, or you’re managing employee retirement, speak to us today.

ISA Calculator

Use our simple ISA calculator to see how much your ISA could be worth.
  • ISAs are one of the most popular and tax­-efficient methods of saving and investing for the future. St. James’s Place draw 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 selected and may fall as well as rise. You may get back less than you invested.

     

    The favourable tax treatment of ISAs may be subject to changes in legislation in the future.

  • 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 a JISA with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise. 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 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 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.

  • By working with St. James’s Place we can offer a range of income solutions. St. James’s Place invest 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.

     

  • 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.

  • Through Rowan Dartington, the stock broking arm of St. James’s Place 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.

     

    The value of an investment with Rowan Dartington may fall as well as rise. You may get back less than you invested.

  • We offer 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.

     

  • St. James’s Place Growth and Income Portfolios are designed to help you achieve your financial objectives with bespoke, risk appropriate investments.

     

    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 levels and bases of taxation, and reliefs from taxation, can change at any time. The value of any tax relief is generally dependent on individual circumstances.

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