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Our wealth management services deliver benefits in three key areas: protecting assets and family estates; maintaining lifestyle into retirement; and creation of future capital.
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PROTECTING ASSETS AND FAMILY ESTATES
Asset protection is the cornerstone of everything we do for our clients.
Protecting yourself, your family and your assets against financial loss due to death, illness or tax.
MAINTAINING LIFESTYLE
Providing the confidence to enjoy an excellent lifestyle whilst the income that provides this lifestyle is continually working.
We work out the ‘magic number’ – the amount of money required to maintain the desired standard of living into retirement.
CREATION OF FUTURE CAPITAL
We work closely with our clients to put the right strategy in place to help achieve financial goals. Focusing on comprehensive investment solutions and ongoing service to support future financial well-being.
The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.