Growth and Income Portfolios

Most people would agree that choosing the right investment for your circumstances isn’t an easy task. As a Senior Partner Practice of St. James’s Place, we have access to their range of growth and income portfolios, which have been developed to reflect various levels of risk.We aim to invest your money in the right place and that ultimately, help you achieve all of your financial objectives.

Tax Relief On Pension

Growth Portfolios

We have access to a range of growth portfolios available, along with different levels of risk for things such as long-term retirement or perhaps for university or school fees.

Income Portfolios

We have access to a range of income portfolios, each associated with a different level of risk. Higher levels of income aren’t necessarily generated from higher risk options. They do however have better potential for increasing income and capital growth for a medium to long time period. As such, investors looking to generate an income for things such as a long retirement could benefit from this form of investment.

The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected any may fall as well as rise. You may get back less than the amount invested.