charities and trusts
Solutions to help you achieve successful financial growth.
We appreciate that trustees have extensive responsibilities
One chief responsibility is the prudent financial management of the trust’s assets. As a trustee, you are likely to require expert advice in developing an investment strategy for the funds you are responsible for.
An investment strategy will need to be bespoke to the trust’s aims and objectives and will require regular reviews and monitoring.
We aim to provide exactly the advice and support you need, and have extensive experience working with trustees and charities.
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.
Trusts are not regulated by the Financial Conduct Authority.
I have always been impressed with how the team have handled my range of investments. They are very reliable and always give me sound and trustworthy advice based on my specific needs.
Daniel Law, Airline Pilot
40 St. James Buildings,
St. James Street,
Taunton, Somerset TA1 1JR
Regus Business Centre,
3rd Floor, The Senate,
Exeter EX1 1UG
4th Floor, Salt Quay House,
6 North East Quay,
Plymouth PL4 0HP