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 top-quality advice and a wide range of investment solutions, designed to help you achieve your financial goals. All backed up with our first-class support and service.

These are some of the investment planning opportunities we can help with:

• Investing for income – A range of fixed interest, equity and commercial property funds to suit your goals, circumstances and attitude to risk
• Growth and Income Portfolios – Investment portfolios designed to generate growth or income, taking into account an appropriate level of risk
• 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
• Investment Bonds – long-term investment planning products which allow you to spread risk, switch funds and reduce personal tax liability
• Unit Trusts – Medium to long-term investments with potential for capital growth and/or income with the option to utilise the annual CGT 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*– Working together with Rowan Dartington, we can create and manage a bespoke share portfolio designed to match your risk profile and meet specific investment needs or preference

Whether you’re new to investing or an experienced investor, we’ll guide you through the investment planning maze and help you make the best choices.

Call us today on Oakham 01572 759759 or Stamford 01780 437500 to arrange an informal meeting – at a time and a place to suit you.

The value of an investment with St. James’s Place 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. The value of an investment through Rowan Dartington and any income generated may fall as well as rise. You may get back less than the amount invested.