Investments

Saving regularly and investing wisely brings peace of mind, more choices and a greater sense of confidence and optimism. You may have a particular goal in mind, but for many people it’s just about putting excess income away for the future.

A thoughtful investment plan will help you to:

Clarify your savings goals
Identify what is realistic
Set out time horizons
Gauge your willingness to take risk
Work out what you need to save
Identify the best way to do it
Keep everything under review to check you’re on track.

Choosing the right products is central to this, and these could include:

Individual Savings Accounts (ISAs)
Unit Trust accounts
Investment Bonds

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. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society.

The levels and bases of taxation, and reliefs from taxation, can change at any time and are generally dependent on individual circumstances.

You will understand how your money is invested and why. You will be able to see whether you are on track to meet your goals, and you will also know there’s always someone there to talk things through with.

Start saving: start turning those dreams into reality.

The Garrulous Jay

The Partner together with St. James’s Place Wealth Management plc are the data controllers of any personal data you provide to us. For further information on our uses of your personal data, please see the Partner’s Privacy Policy or the St. James’s Place Privacy Policy.

George Shippam Financial Planning is a trading name of George Shippam Financial Planning Ltd. George Shippam Financial Planning Ltd is registered in England and Wales.

Company Number: 11241588

Registered address: 7 The Close, Norwich, Norfolk, United Kingdom, NR1 4DJ

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The Partner Practice is an Appointed Representative of and represents only St. James’s Place Wealth Management (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website at www.sjp.co.uk/products. The `St. James’s Place Partnership’ and the titles `Partner’ and `Partner Practice’ are marketing terms used to describe St. James’s Place representatives.

The Garrulous Jay

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