Investment Planning

Investment Planning

Saving has become more important in our financial lives than ever before. Whether for a new car, new or second home, children’s future, retirement or simply a rainy day, we all have goals that we want to achieve in life that need financial backing to get the most out of it.

Investment Planning is all about saving and making sure your money works hard for you, whatever the reason you need it for. We tailor our investment planning to your personal goals to make sure your money does what it needs to do and is there for you when you need it most.

This may be across many different tax wrappers to give you the most efficient way to receive your money later in life and will be across a range of investment strategies to give you the best opportunity for growth at a level of risk you are comfortable with.

We will be here for you every step of the way to ensure you understand what you are being recommended and why, and continue to build a long term working relationship with you over the years to make sure what you have is still relevant and appropriate to what your goals are.

Find the right investment

We offer no obligation meetings so you can get to know us and find out more about how we can help. Why not take us up on it?

Call 01252 846688 or email websterassociates@sjpp.co.uk

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 websterassociates@sjpp.co.uk

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.

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.