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However, to invest, we need a plan. This roadmap ultimately defines your objectives and values, to determine how we’ll achieve those goals.
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Whether you’re investing for income, growth, or a combination of the two, we’ll work to establish the kind of risk you want to take, and match that to appropriate investment solutions.
Life has a habit of changing us, so it’s never set in stone.
Together, we’ll update or alter your investment portfolio, to help mitigate the challenges life throws.
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Our investment approach is distinctive. We don’t employ in-house fund managers to manage your money.
Instead, we have the benefit of choice, meaning we can be more proactive to resolve the typical challenges of investment management – interest rate changes, inflation, and market volatility, to name a few.
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.
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Our approach to investment management only applies to St. James's Place products.