We donít just offer you advice on your investment, but the opportunity to enhance the quality of your life by bringing order and simplicity to your financial situation. We operate a value-based system founded on high quality customer care and service.
We will create a bespoke wealth management strategy, that minimises risks and aims to maximise your return. We are committed to assisting you with your day-to-day financial management, to ensure your immediate and long term wealth.
Our proven financial management process will alleviate any financial concerns that you may have now or in the future. We are adaptable, accessible and committed to carefully investing according to your individual needs. We build our business as a result of personal recommendations from satisfied clients.
David Macdonald is a Senior Partner of St. James's Place Wealth Management.
YOUíRE AS INDIVIDUAL AS OUR SERVICE AND WE RECOGNISE THAT.
WE LISTEN WE CARE.
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.