Making Your Goals Achievable
Investment Planning Advice
Money doesn’t grow on trees. However, with the right investment planning, it can grow. Whether you want to invest to generate an income, or invest for growth, we can help. Our experienced team will provide quality advice on a wide range of investment solutions, designed to help you achieve your financial goals. All backed up with our first-class support and service.
Whether you are new to investing or an experienced investor, the team at Smith Eliot can help. Once we have determined your investment goals, we’ll create a plan designed to achieve them. We can provide advice on a wide range of investment solutions, designed to help you achieve your financial goals in the short, medium and long term:
Growth and Income Portfolios
Portfolios designed to generate growth or income with an appropriate level of risk
Investing for income
A range of fixed interest and equity funds to suit your goals, circumstances and risk tolerance
Investment Bonds
long-term investment planning products that allow you to spread risk, switch funds and reduce personal tax liability
Individual Savings Accounts (ISAs)
A tax-efficient investment with the potential to generate long-term capital growth and income
Junior ISA
A tax-efficient way to build capital for your children’s financial future
Unit Trusts
Medium- to long-term investments with potential for capital growth and/or income, as well as the ability to take advantage of the annual capital gains tax exemption
Onshore and Offshore Investment Bonds
Medium to long-term investments with potential for capital growth and the option of tax deferred income via partial withdrawals
Discretionary Fund Management and Stockbroking Services*
With Rowan Dartington, we can create and manage a bespoke share portfolio tailored to your risk profile and investment needs.
The value of an investment with St. James's Place or Rowan Dartington will be directly linked to the performance of the funds selected and 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.
*Available through Rowan Dartington, the discretionary fund management and stockbroking arm of St. James’s Place.
