We have been a Partner Practice in St. James's Place since 2006 and have offices in Wirksworth in the Derbyshire Dales and Mansfield, Nottinghamshire. We specialise in face to face advice and can see clients at either of our offices, in their home or place of work.
Keeping up to date in this industry has always been essential and with the support of St. James's Place, Ian continues to study and his knowledge is regularly tested in the specialist areas on which he advises. The last few years have seen continuing low interest rates which is a challenge for everyone needing to find a place for cash funds that provides some return, however our share based investments have performed well …… ‘it’s all about getting the right balance between what we need now and what we will need in the future’.
There is no doubt that following Brexit the next few years will be interesting and challenging for our business as inevitably there will be changes in our economy that will impact on our lives. The need for ongoing financial advice will be evermore important and we are committed to helping clients, existing and new, to understand what they need to do with their savings and investments.
Please use the ‘contact us’ page or telephone us to arrange a meeting.
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.