GROWING YOUR WEALTH
The second stage of Wealth Management is growing your wealth
Financial planning can add value and help you to build a greater amount of wealth than you could without advice.
Growing wealth is a long-term process and your adviser will create a bespoke investment plan for you by taking the time to identify the best opportunities for your circumstances, to help you to reach your financial goals sooner. Our portfolio management service may be suitable for you if you are looking for growth or income, an adviser will choose a portfolio to meet your needs and attitude to risk.
When growing wealth, your adviser will help you to start planning for retirement. We can also help grow the wealth of your business through our corporate financial planning service, which can save you both time and money and allow you to focus on running your business.
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.
Growing Wealth
As wealth accumulates, you move into the second phase of wealth management and the attention shifts to growing your wealth. Focus will be on in-depth tax-efficient financial planning and appropriate investment strategies to help your money work as hard as it can.
News and insights
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Properties or pensions – many of us are undecided what the best way to save for retirement is. Property appears to be a safe investment with the average
How much money can I gift tax free?
Gifting is a well-known way to reduce the value of your estate over time in order to reduce an Inheritance Tax liability. Inheritance Tax is usually up to
How to plan for your financial future
Life expectancy is increasing; therefore, it is more likely that you or a loved one will need some form of care in later life.
What do I do with the money from selling my business?
It can take a lifetime to build your business to the point where you can sell it for what you hoped. Before you look at selling your business,
Book your place at a complimentary seminar
We offer complimentary seminars on investment planning, retirement planning and inheritance tax mitigation to help you to make more of your money. Our financial advisers will be there to answer your questions.
Frequently asked questions
Financial planning can help you grow your wealth through tracking and sticking to a budget, as well as saving and investing your money.
A Financial Adviser will work with you to understand your individual circumstances to tailor a strategy for you to help grow your wealth. This will take into consideration how long you are planning to keep the money invested and your attitude to risk.
Enquire now
If you have any queries or would like to arrange a face to face meeting with an adviser for a no obligation review of your personal finances, simply book a call back using the form below. Alternatively, you can call us on 0117 973 0500.
