Investments that work for you

Whether you are just starting to save for the first time, or have already built a nest egg, it is important to make sure it grows against inflation as well as being tax efficient for you. Everybody's journey will be different. It's vital to ensure that the time frame and investment strategy meets your personal ambitions.

Whatever your financial goals, we can provide the advice and investment solutions that will help you to achieve them.

There are a number of questions to ask yourself when it comes to investing your money:

• What are you saving for? (Deposit for first house? Nest egg for retirement? School fees? Saving for others?)
• When do you need access to your savings?
• Are you making the most of your tax allowances?
• Do you require an income from your savings?
• Are your current savings keeping pace with inflation?

To help you with this, we can introduce you to a Swann Financial Adviser who can talk through your own personal situation and answer any questions you may have.

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.