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

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.

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