Investment Planning
Investment Planning
Planning for the future shouldn’t feel like guesswork. Whether you’re just starting out or managing a well-established portfolio, we’ll help you build an investment strategy that fits your life – not the other way around.
We take the time to understand your goals, preferences, and risk appetite, then offer clear, practical advice tailored to what you’re trying to achieve. Our aim is to help you make confident decisions, grow your wealth over time, and stay on track through all of life’s ups and downs.
You can turn to us for guidance on:
- Starting or refining an investment portfolio
- Making the most of your annual tax allowances
- Aligning investments with long-term personal or family goals
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.
How Can We Help You?
Building wealth is about making the right choices. We’ll help you explore the options and select the ones that suit your goals and ambitions.
ISAs
A tax-efficient way to grow your savings. We’ll help you choose the right type of ISA and make the most of your annual allowance.
Junior ISAs
Start early and give your child a financial head start. Junior ISAs offer a simple way to build a nest egg for their future.
Unit Trusts
Access a wide range of investment opportunities with professional fund management and flexibility to match your goals.
Investing for Income
Looking to generate a regular income from your investments? We’ll help you find the right balance of risk and return.
Investment Bonds
A long-term investment option with potential for tax advantages. We’ll guide you through how they work and when they make sense.
Discretionary & Stockbroking Services
Prefer a hands-on or hands-off approach? Through Rowan Dartington, we can offer expert-managed portfolios or support if you like to stay involved.
Offshore Investments
Explore international options to diversify your portfolio and take advantage of tax efficiencies.
Portfolio Solutions
A bespoke service tailored to your goals, values and risk profile—designed to evolve with you over time.
ISAs
A tax-efficient way to grow your savings. We’ll help you choose the right type of ISA and make the most of your annual allowance.
Junior ISAs
Start early and give your child a financial head start. Junior ISAs offer a simple way to build a nest egg for their future.
Unit Trusts
Access a wide range of investment opportunities with professional fund management and flexibility to match your goals.
Investing for Income
Looking to generate a regular income from your investments? We’ll help you find the right balance of risk and return.
Investment Bonds
A long-term investment option with potential for tax advantages. We’ll guide you through how they work and when they make sense.
Discretionary & Stockbroking Services
Prefer a hands-on or hands-off approach? Through Rowan Dartington, we can offer expert-managed portfolios or support if you like to stay involved.
Offshore Investments
Explore international options to diversify your portfolio and take advantage of tax efficiencies.
Portfolio Solutions
A bespoke service tailored to your goals, values and risk profile—designed to evolve with you over time.
The value of an investment with St. James’s Place or Rowan Dartington and the income from them may fall as well as rise. You may get back less than you invested.
Let’s Talk
Whatever your financial goals, we’re here to help. Get in touch to discuss your plans and how we can support you.
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