Based just outside Ascot on the edge of Windsor Great Park, we are friendly, approachable and committed to providing our clients with a professional approach to financial planning that is straight-forward and transparent. Our service includes regular meetings to ensure clients’ plans remain flexible and relevant as life evolves; this ongoing dialogue offers reassurance and confidence that funds are being invested mindfully and managed diligently. Throughout the year, we run a comprehensive seminar and events programme, providing insight and food for thought on current issues; all clients and prospective clients are welcome to attend. We also make great coffee!
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.