Many financial companies will offer what is known as an ‘off the shelf’ solution. And although such options can be affordable, they are generic solutions that are not tailored to individual needs. At Sage Wealth Management Ltd, our services are fully bespoke. This means that our financial services are fully tailored to your needs. And ultimately, we feel that because of this, your financial outcomes have a better chance of being more successful.
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.
The levels and bases of taxation and reliefs from taxation, can change at any time and are generally dependent on individual circumstances.