“We all have hopes and dreams but are we doing all we can to achieve them?” 

Take a minute and honestly ask yourself... 

• How do I plan for my financial future and who can I trust to help me? 
• Will my pension provide enough on retirement? 
• Could my investments and savings work harder for me? 
• Am I paying too much tax? 
• Am I financially prepared if things don’t quite work out as planned?

These are the sort of questions that many of our clients ask and that I aim to help you answer, as your own answers to these questions aren’t always the ones you hoped they’d be...

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.