Investments can play a pivotal role in helping to safeguard the financial future of you and your family. With so many investment options to choose from and so many potential pitfalls, deciding how best to invest your money can become a daunting task without the right advice.
We seek to build portfolios that aim to achieve steady, consistent performance and ease the constant worry of loss and extreme fluctuations.
Choosing the most appropriate investment solutions for you involves understanding your financial goals, risk tolerances and just as importantly, your current and anticipated future tax position.
As an Associate Partner Practice of St. James’s Place Wealth Management we have access to a number of leading fund managers that could help fulfil your financial objectives over the medium and long term.
In many instances, the underlying investments are just as important as the vehicle used to access them, not least because different investment vehicles have subtly different tax treatments. Using the right combination of investment vehicle, be they ISAs, or Unit Trusts, investment bonds, to name but a few, can enhance long term performance.
Clients receive regular updates and information concerning their investment portfolio, including an annual wealth account. Current valuations are also available through St. James’s Place website or by contacting the office direct.
“We provide advice to individuals, couples, families and corporate entities, including but not limited to, tax efficient investments, inheritance tax planning, intergenerational wealth transfer and structured income payments” (Stephen Boyle)
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 and are generally dependent on individual circumstances.
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