Investment planning

Whether you are looking to invest for income or growth, the right investment strategy is critical in helping secure your future financial well-being. I/We can provide the quality advice, comprehensive investment solutions and ongoing service to help you achieve your financial goals.

St. James's Place draws on the expertise of some of the world’s top investment professionals to manage its funds. By matching the risks you are prepared to take, we can spread your investments across a wide range of asset types and choose fund managers with different investment styles to create a balanced and diversified investment solution. Through regular reviews with you, we can rebalance your portfolio to reflect your changing needs and the current market conditions.

What makes us different?

At SJP, we believe that relationship-driven, long-term advice, backed by a distinctive investment approach, is key to helping you achieving your financial goals.

We will make sure your personal financial plan matches your objectives and your values. We will also make sure you have access to the investment solutions best suited to you and that you can feel confident and in control if you need to alter your plan, should your circumstances change.

We recognise that investment performance is unpredictable. Our investment management approach addresses this challenge.

To build and maintain a well-diversified investment portfolio, we don’t employ in-house fund managers to manage your money. Instead, we are free to choose any investment manager from any fund management firm anywhere in the world.

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.

Our approach to investment management only applies to St. James's Place products.

St. James's Place Investment Management approach

Find out more about the St. James's Place Investment Management approach