We hold a range of morning events at locations across central southern England. Here, clients and other interested individuals can find out more about Wealth Management and the market opportunities available to them. During the presentations we will look at tax mitigation, investment strategies and retirement planning as well as some of the topical areas of concern such as Later Life Planning, Inheritance Tax and aiming to achieve more respectable returns in a low interest rate environment.
If you would like to attend one of these events, or if you have any friends or colleagues in these specific areas who would benefit from attending, please contact us by phone on 01280 824383 or by email via firstname.lastname@example.org.
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. Equities do not have the security of capital which is characteristic of a deposit with a bank or building society.