Reliable Wealth Management Advice
Help you achieve your financial goals
Our Financial Advisers are experts at providing investment planning advice effectively and efficiently.
Whatever your age or circumstances, it’s crucial that you have an investment strategy in place to ensure future financial security. This could take one or more of multiple routes, such as ISAs, investment bonds, unit trusts and offshore investments, which is where the process can sometimes become quite complex. That’s why we’re here to help you decide which solution will suit your needs and continue to support your investments long term.
By booking a consultation with one of our wealth management advisers, you will have already made an wise investment in quality knowledge and practical advice. Our input can mean the difference between an investment stagnating and flourishing, so we strongly recommend that you discuss your goals with a Navigation Wealth Management specialist.
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.
The levels and bases of taxation and reliefs from taxation can change at any time and are dependent on individual circumstances.
Our advisers put you at the heart of everything we do, analysing your options and recommending the best course of action that aims to bring perpetual results. No matter what your individual financial aspirations, we’re here to help you find the perfect solution through a tailored investment strategy.
Investments come in all shapes and sizes, from a Junior ISA that will give a youngster a head start in life, to the diversification of an existing portfolio so that has the potential to bring exceptional results further down the line. If you think that you could benefit from specialist guidance and honest advice, get in touch with our team today.
Clients of all ages and across numerous sectors trust our services thanks to our exemplary reputation:
- We manage over £350 million of investments for our clients
- Our advice is guaranteed by St. James’s Place Wealth Management*
- Your investments are managed by fund experts with a finger on the pulse of the financial sector
- Receive complete peace of mind as part of a bespoke investment management approach
*St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the Group, more details of which are set out on the Group's website at www.sjp.co.uk/products.
For exceptional investment planning services, book a consultation with one of our advisers and get a clearer view of your future.
No Obligation Advice
Want More Information?
Tel: 01924 229210
Fax: 01924 256262
Head Office
Calder Park
Wakefield
West Yorkshire
WF2 7BJ
Want More Information?
Tel: 01924 229210
Fax: 01924 256262