In the current climate where banks are holding back on increasing interest rates above 2% on ISA savings and various fixed deposit accounts, putting money into investments is becoming more attractive to those of us who rely on our money to work hard for us, whether our target is for growth or revenue.
However, there is always a warning in small print, on every legitimate investment portfolio offered to subscribers - your capital may be at risk. If a company doesn’t say that and instead claims that your investment is protected by FSCS or FCA, while offering an unusually high rate of returns (e.g. 3% and above), you have probably stepped into the landmine of a scammer or a clone website. In 2018, it has been reported that victims of investment fraud lost nearly £200 million. Clearly, working with reputable advisers is essential in protecting your capital.
Minimise your risks
St. James’s Place Wealth Management plc is authorised and regulated by the Financial Conduct Authority. With us, your wealth may be secured, protected and preserved by a plethora of solutions. St. James's Place work with a select Investment Committee, and have access to a wide range of fund managers across the world. Their Investment Management Approach ensures that they can review and change fund managers depending on performance.
We work in conjunction with more than 30 premium providers worldwide to ensure a large and diversified portfolio for your selection. We have access to a number of specialised fund providers offering tax-advantaged investments. In addition, we don’t just offer a comprehensive investment solution; we also offer the best tax advice in London to minimise the taxation on your earnings insofar as is possible. In other words, we strive to reduce your risks and increase your rewards.
Services we can provide
Having helped you in establishing a diverse international portfolio of investment across an array of asset types, our service doesn’t end there. Rest assured that in accordance with our corporate culture of being totally responsible, we believe in maintaining a long-term commitment towards the trust you’ve placed in us. the same time, we will combine this with up-to-date advice in London so as to minimise your exposure to capital gains tax (for Growth portfolios), income tax (for Income portfolios), corporate tax, international tax and last but not least, inheritance tax. If you live in London, there is no shortage of tax advisers available to you. However, few offer every financial aspect of wealth management under one umbrella
Why not make an appointment to come in and see us in London today. After a detailed consultation to ascertain your financial needs, we may surprise you with a tailor-made solution that will ensure financial security for you and your family for years to come. And the best part? We will work closely with you to maximise the return on your investment and to mitigate your tax liability now and in the future.