Investing for the future

Investing for their future

We all want to give our children or grandchildren the best starts in life. Starting early can have a massive impact on their lives, by putting in place savings for their future in a way that benefits them at the right age.

Whether a pot of money for their first car or home, a university or education fund to help them get the most out of learning, or planning for their retirement now, we offer a wide range of solutions to fit your wishes in how and when they receive your gift.

You do not need to have vast sums of money to help the next generations, even small monthly investments can, over time, make a real difference to their future.

Find the right investment

Our advisers would be delighted to assist you in securing the financial future of your children or grandchildren – why not pop in and we can discuss it over coffee?

Call 01252 846688 or email [email protected]

The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected any may fall as well as rise. You may get back less than the amount 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.

Our Team of advisers specialise in a wide range of services.

Our team of advisers specialise in a wide range of services, whether it is carving out your dream retirement, making the most of your investments with a tax-efficient strategy, or passing on your hard earned assets to future generations. Together we focus on what is truly important to you and those you care about.

Start a conversation with one of our advisers

Call 01252 846688 or email [email protected]

We recognise that choosing how to invest your money can seem daunting.

To help you choose investments that are appropriate to you, St. James’s Place have created risk-related Growth and Income Portfolios from their range of funds designed to help investors achieve their financial objectives.

The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise.  You may get back less than the amount invested.

It’s good to talk

Arrange a call back or a no obligation meeting with one of our advisers

    Your Partner, together with St. James’s Place Wealth Management plc, are the data controllers of any personal data you provide and any further information which you subsequently provide to us. For further information on our uses of your personal data, please see the Partner’s privacy policy which can be accessed on their website and St. James’s Place Wealth Management plc’s privacy policy which can be accessed at www.sjp.co.uk/privacy

    Webster Associates

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      Webster Associates
      Virginia Villas, High Street,
      Hartley Wintney, Hampshire, RG27 8NW

      The Partner together with St. James’s Place Wealth Management plc are the data controllers of any personal data you provide to us. For further information on our uses of your personal data, please see the Partner’s Privacy Policy or the St. James’s Place Privacy Policy.

      Webster Associates 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.

      SJP Approved 18/3/2024

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