Our financial lives are getting much more complicated than those of any generation before us and we need answers to many questions, such as:
The answers to these, and many other questions, differ from person to person and cannot be resolved by off-the peg solutions. Nor does one solution solve all problems - our needs change and continue to change with our circumstances.
I offer a personal wealth management service, predominantly in Dorset. I do not provide off-the-shelf (or off-the-web) solutions, but offer you the benefit of a single relationship to meet all your financial needs, whether your priority is to:
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.
I provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.