We start by understanding who you are and where you are. Step by step, we then help you and your family get to where you need to be. 

Before you can plan, save or invest, you need to ask yourself why you are doing it. We help you get a clear idea about your values, then align what’s important to you with your goals. By only using the most time-tested and proven strategies, your investment portfolio within your personal financial hub, is designed to be the funding vehicle of your financial plan.

The key to financial planning is adaptability. A good plan is a process, not an event. Your goals and/or circumstances may change, especially in our fast-evolving world. Consequently, so too should your financial plan. It is not to be an outdated map; but a guide for an ever-changing landscape. We will help you to use it. 

We encourage you to: 

• Think big 
• Attach meaning to your money goals 
• Become intentional about securing your financial future

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.