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.
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To help you choose investments that are appropriate to you, St. James’s Place have created risk-related Growth and Income Portfolios from our range of funds designed to help investors achieve their financial objectives.
We believe in honest and open communication. Our clients appreciate that the advice we give is confirmed in writing and all costs are outlined and agreed before proceeding. Because your adviser knows you so well, we will always be there with timely advice as your circumstances change.
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.