Abbeygate Wealth Management is a Partner Practice of St. James’s Place Wealth Management. This means that when it comes to investments, our clients benefit from the distinctive investment management approach employed by St. James’s Place. Instead of employing in-house fund managers, St. James’s Place selects some of the very best managers around the world to manage their (and our clients) funds’ and makes changes where necessary. We feel this approach will award you with the components required for the potential to achieve a better return from your investments over the medium to long term.
See below for a list of our investment options:
- Investing for Income
- ISA planning
- Unit Trusts
- Investment Bonds
- Offshore Investments
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.
The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.