Investment
Planning

The right investment strategy is key to helping you achieve your financial goals. From aiming to grow your investments to securing a regular income from them, we’ll plan around you and your circumstances.

Investment solutions and services from St. James’s Place are designed to help you achieve your aspirations, with risk-rated portfolios that spread your investments and match your own attitude to risk. With different fund managers and a variety of investment styles, your personal investment solution can be diversified and balanced, helping to grow your wealth and protect against inflation’s effects.

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.

Investment and Planning Services

ISA

For over 20 years, ISAs have been a popular, tax-efficient means of saving and investing. To manage our ISA funds, we make use of expert insights from top investment professionals all over the world.

Junior ISA

The St. James’s Place Junior ISA it provides a flexible, tax-efficient way to build a capital sum to help secure the next generation’s financial future.

Unit Trusts

Unit trusts are an important investment vehicle within many stocks and shares ISAs, offering potential capital growth or income over the medium to long term.

Investing for Income

By investing across a wide range of asset classes, we are able to build you a diversified, tailored portfolio designed to give you a regular income.

Investment Bonds

For a flexible and simple investment solution that allows you to spread risk, a St James’s Place investment bond can be an excellent option.

Responsible Investing

We understand that clients want their money invested responsibly, so we’re committed to making the money we invest a real force for good.

Discretionary and Stockbroking Services

If you have specific investment requirements, or you would like to delegate control of your investments, we offer wealth management and stockbroking services tailored to your needs.

Offshore Investments

If you want to invest in a wider range of asset classes or currencies, our offshore solutions offer the service you need.

Growth and Income Portfolios

To help you choose investments that are appropriate to you, we have created risk-related Growth and Income Portfolios from our range of funds designed to help investors achieve their financial objectives.

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