We are a Partner Practice of St. James’s Place Wealth Management. We specialise in meeting the financial needs of our clients and take particular pride in the level of service and face to face advice that we offer.
The overall aim of our practice is to help all those wishing to secure their financial future, whether the priority is to:
- Build and preserve capital both for short term and long term needs eg; third level education costs and retirement planning
- Provide financial protection for your family and/or your business
- Ensure tax efficient planning prevails at all times
- Seek advice on arranging a mortgage
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.