How it works.
When it comes to wealth management, there’s always one question everyone asks:
Perhaps you…
have money sitting idle in the bank
are trying to save for retirement
want to reduce your inheritance tax liabilities and ensure your family are looked after
own a business and you’re looking to maximise tax savings
would like to support your child through their university education
are looking to invest your money but don’t know which way is best
Ultimately, you want to achieve your life goals and protect your wealth long-term for you and your family.
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.
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.
We’re here to make you feel confident and ready to make informed decisions.
We work with you to develop a custom financial plan that is unique to your circumstances. Our focus is on identifying untapped potential and delivering results, both now and in the long-term.
What you’ll get with
Hansa Wealth Management
Our service includes:
A fully tailored financial investment plan
Face-to-face review meetings & regular communications
The ability to call your adviser whenever you need to discuss financial matters that are important to you
Online access to your Wealth Account 24 hours per day
Annual valuation reports of your investments
Tax year-end reminders of available allowances and new tax-saving opportunities
You also have access to:
WeekWatch
A weekly communication that’s easy to follow and understand, covering key market, economic and personal finance news
The Investor Magazine
Full of investment news, interviews and opinions
E-Briefings Access
Providing topical financial news articles via email
Annual budget report
A summary of the Chancellor’s Budget announcements
...plus invitations to client events and briefings
We strive to ensure you always:
Fully understand your financial circumstances and objectives
Feel confident about your goals and how we’ll help you achieve them
Feel well-informed about your investment risk as circumstances and priorities evolve
Can rely on us to provide you with the most up-to-date legislation and budget changes
Have regular reviews and, if required, rebalance your investment portfolio and fund choices
Are maximising your annual tax allowances and reliefs
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.
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.
