Plan, design, review
We believe that planning today will help you build a better future
In a world where we’re generally living longer, there has never been a more important time for you to plan for a future that is financially stable, not just for you but for your loved ones. Of course, no two futures are the same. Whether you are a parent wanting to save for your child’s education, or a grandparent choosing to take control of your finances today so you know your family will be financially secure tomorrow. That is why our bespoke approach to supporting your money management is shaped around you and your unique goals.
We recognise just how important it is for you to receive ongoing support from our team, which is why we promise to be by your side every step of the way.
For us, communication is key. To help us better understand your financial goals, we work with you in three phases:
Plan:
Creating a clear plan designed to help you achieve your long-term goals, for example, a comfortable retirement
Design:
Producing an investment portfolio that takes into account the forecast of your future, as well as your attitude to risk and your capacity for risk
Review:
Consistent support, helping you work towards reaching your goals through an evolving market and any changes in personal circumstances.
The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may go down as well as up. You may get back less than you invested.
Aiming for Superior Investment Results
To help your investments to reach their full potential, St. James’s Place makes the conscious decision to work with external investment experts who can help you manage your financial future. These investment managers are of exceptional capability and carefully selected by St. James’s Place.
Working with external managers has a number of benefits:
- We have the flexibility to choose from highly-skilled experts from the global investment market, who will efficiently manage our fund on behalf of our clients
- As our investment managers are external, it means we are able to change them, even at short notice, which can be hugely beneficial to our clients
- It provides you with a fantastic opportunity to help optimise your investment by working with multiple managers, who each bring with them their own unique approach to investing
Find out more about our global external managers and where they are specifically located across the world.
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Hall & Costello Wealth Management Ltd © 2024 registered in England and Wales, Number 09010635.
Registered Office: Unit 4, The Barn, 2 Oakleigh Grove, Cliffe Woods, Kent, ME3 8GY
Hall & Costello Wealth Management Ltd is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.