In my experience many people will extensively search for a trusted source on financial advice based on cost and performance. I understand these initial factors and strive to ensure your financial goals are achieved.
With the hectic lifestyles we all experience today we find very few people have the time or inclination to manage their financial affairs effectively. This is hardly surprising as the financial world we live in is complex and fast changing.
I offer face to face advice and the benefit of a personal relationship to meet your financial needs. With “guaranteed” advice and our “Best of Breed Approach” at St. James's Place Wealth Management, I am able to offer a comprehensive service in all aspects of Financial Planning whether your priority is:-
- Investment - Help you to understand them and help you make them work for you
- Personal Protection - Tailored preparation for unforeseen circumstances
- Inheritance Tax - Help you overcome the worry
- Retirement Planning - Guide you through the maze
- Tax Planning - Investigate all tax planning opportunities available
- School Fees - Setting up plans to spread cost
There is a huge difference between the best and the worst performing funds.
By definition, at any one time 50% of investment funds will be underperforming compared to the market average. Some funds have a long record of underperformance.
Most investors do not have the time or the expertise to analyse the quality of the funds they are using nor the managers managing them, whether this is their ISA, Unit Trusts, Life Funds or Pension Funds.
I have the technology to identify past performance of most UK Investment Funds and are able to inform you how your funds measure up, as well as helping you decide whether or not a change of fund manager may be wise.
Please remember that past performance is not indicative of future performance. 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.
For a no obligation review, please contact me to discuss your options. With the quality and breadth of products and services available through St. James's Place Wealth Management I feel that I am ideally placed to help you take control of your finances and work together in partnership to ensure that your plans and goals are achieved.