Your Journey

As we live longer, planning for 100-year lifetimes could become crucial in helping to secure financial wellbeing in a world worth living in.

We recognise that everyone’s financial journey is different, that is why our approach to financial and investment planning is based on individual goals.

To understand these goals and help provide peace of mind throughout your life we work with you in three phases:

  • PLAN: A clear plan is key in helping you meet your longer-term goals e.g. a comfortable retirement.
  • DESIGN: Designing an investment portfolio that considers your time horizon, your attitude to risk and your capacity for risk.
  • REVIEW: Helping you stay on track to reaching your goals through changing market and personal conditions.

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.