Investing for Income 2018-10-05T08:21:23+00:00

Investing For Income

With access to some of the leading fund managers managing corporate bonds and equity income through St. James’s Place, we can provide you with a tailored portfolio that is completely bespoke to you.

St. James’s Place funds invest in a wide range of asset classes that include:

Fixed Interest
In a time of low interest rates, the opportunity for an increased income can be offered through gilts and corporate bonds

Equities
Over the longer term, history has shown that equities present the opportunity to grow your wealth and capital*

Commercial Property
For those looking for a return on rental income, commercial property presents the opportunity for a sustainable income. This market also offers the opportunity to gain long-term capital growth*.

The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.

Equities do not provide the security of capital associated with a deposit account with a bank or building society.

Past performance is not a guide to future performance.

The value of property is a matter of the valuer’s opinion and not fact.

*Source data: Barclays Equity Gilt Study 2016

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If you would like more information, please contact Wellesley Wealth Advisory on 01444244551 or via email at info@wellesleywa.co.uk

In today’s challenging markets, diversification is key for long term success. St. James’s Place gives you access to a variety of investment opportunities across an unrivalled range of investment firms, as well as the peace of mind knowing that you and your wealth are in good hands.

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Offshore Investments

Offshore investments are often an attractive option to people where a parent has provided capital to a minor, or for those who can expect their marginal rate of tax to fall.

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The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax reliefs depends on individual circumstances.

Chichester Park Hotel - 01/11/2018
Investment & Inheritance Tax Planning Seminar
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