Savings and investment planning

“The right investment strategy is critical in helping secure your future financial well-being”

We understand the critical responsibility we are given when clients entrust us with their money. At Berkshire Financial Planning, we believe that the best investment talent is not confined to one firm or location. St. James’s Place Wealth Management share this vision which is why they do not employ in-house investment managers. Instead, they carefully select external fund managers from whole of the world market.

As a Partner Practice of St. James’s Place, we have access to their distinctive approach to investment management. This provides our clients the confidence that they are not relying on the opinion of one adviser to decide which investment-house or fund manager has the best home for their money, allowing them to get on with their lives without having to worry about how their money is invested or who with.

So, whether you are looking to invest for income, growth or capital preservation, the right investment philosophy is critical in helping secure your future financial well-being.

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.

I want to invest some money, I would like to arrange a no obligation meeting or call back

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