In order to keep my clients up to date with changes to policy and markets which could affect them I hold regular client events.
* Exclusive Client Day at Lumbers on September 27th 2018
* Pension Marketing Seminar to Approaching & Reaching Retirement – date to be confirmed
An overview of the St. James's Place Investment Approach
Investment Markets Update
How to invest to generate income
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.