A changing world for investors

In today’s climate of shifting global conditions and ongoing political and economic uncertainty in the UK, predicting investment outcomes has become increasingly complex. Markets can change rapidly, and this is precisely when the guidance of a trusted adviser is most valuable. Your adviser helps you adapt your strategy to evolving circumstances while ensuring that short-term fluctuations - or events that may never materialize - do not derail your long-term financial plan.

We frequently hear similar questions from clients who seek reassurance and informed insight. To address these, our advisers, Chris and Tina, share their perspectives on some of the most common questions: 

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.

Investing does not provide the security of capital associated with a deposit account with a bank or building society.

The levels and bases of taxation, and reliefs from taxation, can change at any time. The value of any tax relief is generally dependent on individual circumstances. 

Trusts are not regulated by the Financial Conduct Authority.