Life can be fun and rewarding, and it can be challenging too. No one can guarantee that life will be all ups and no downs, but by thinking about your life goals and creating a plan that can make them happen, you can take control of the future for you and your family.Start Taking Control Of Your Wealth
We guide you through every aspect of planning for this outcome, making sure that your future is built on firm foundations, and giving you confidence that you are in control of whatever lies ahead.
We help you consider who and what you want to look after – from your family to your home and business – and put in place the necessary measures that can shelter them if needed.
By understanding your ambitions and considering why money is important to you, we can guide you through investing in other areas and assets with the aim of gaining the growth you need and deserve.
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. Equities do not provide the security of capital which is characteristic of a deposit with a bank or building society.
Increasingly, families need to view their assets in the context of multiple generations. As part of helping you plan for this, we discuss the ways in which you can pass on your assets to your loved ones while sheltering them from yet another layer of taxation.
By taking the time to understand your hopes and ambitions for later life, we are able to help you make the right decisions at the right time.
You may love your job and not feel ready, or think it’s not possible financially to retire, whatever concerns you have, we can help shape the future you have in mind.
Responding to events as they happen is one way to live, but actually having a plan for the future is the best way to make sure you are on track to make your goals a reality. Some goals may seem relatively small while others will be much more significant, but either way, we will work with you to identify them and design a plan to help to bring them to fruition.
Creating your plan means thinking about the goals you have in mind for you and your family, because with clear goals we can help you make the right decisions. We understand the ways in which people make choices with their money, and can guide you towards the best course of action while avoiding the common errors that can lead to flawed decisions.
For most families, peace of mind means taking care of tomorrow as well as today. When you feel confident about what is ahead, you can really enjoy those rewarding family moments and make the most of all the time you have together. Our team understands how to help families like yours create a more secure future, planning for the things you want to happen while protecting against events that might knock you off course.