Investing for Income

We can provide a bespoke portfolio suited to your requirements. As a Partner Practice of St. James’s Place who have a team of some of the best fund managers available.

Tax Efficient Investments

Asset classes that are invested in via funds through St. James’s Place include:

  • Fixed Interest. At the moment, interest rates are relatively low. Individuals wanting to exploit this may want to purchase gilts and corporate bonds.
  • Equities. Historically, it has been shown that long term, investing in equity can be good way to further your wealth .
  • Commercial Property. This type of investment is a good way to earn a sound income through rental returns.

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.