We are not traditional financial advisers, we focus on you ahead of your money. We certainly provide pensions, investments, savings, trusts*, protection and insurance, but our ‘3 Steps’ approach is centred on your personal aspirations and objectives.
3D Wealth will help you to visualise the desired future lifestyle for yourself and for those important to you. We will tell you the truth about your money to help you get, enjoy and keep the lifestyle that you want. Typically this is not about whether one investment is better than another but more importantly about working together to discover the answers to the following types of questions:
- Am I likely to run out of money? If so when? And what will stop that?
- How much do I need to sell my business to ‘set me up for life’?
- What are the financial implications/necessities for my life plan?
- What is my life plan? What is my contingency life plan?
*Trusts are not regulated by the Financial Conduct Authority.
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.