With savings accounts continuing to provide low levels of interest, many investors are seeking alternative options which deliver an enhanced return on their investments. We can draw on the expertise of some of the world’s leading investment professionals to manage your investment portfolio.
What are Investment Bonds?
Investment Bonds are long-term investment products which allow investors to spread risk and switch easily between funds as their needs change over time. Investment Bonds provide a regular tax-efficient income and the potential for capital growth over the long-term.
Always committed to your long term wealth objectives, we draw on the expertise of leading investment professionals to manage your investment portfolio.
Our financial consultants will provide first-class advice and access to a wide range of investment solutions to help you diversify your investment, spread your risk and achieve your financial goals.
Through regular review meetings with your dedicated financial consultant, we can rebalance your portfolio to better manage your investments in order to reflect your changing needs or any changes to the markets, as well as giving you the ability to manage, and potentially reduce your personal tax liability.
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. Equities do not provide the security of capital which is characteristic of a deposit with a bank or building society.
The levels and bases of taxation and reliefs from taxation can change at any time and are dependent on individual circumstances.
Coopers Associates Wealth Management has managed my finances for over a decade, providing me with excellent advice and support. I have felt confident and assured that my best interests are being managed.
Andy Hurry, Director of Cricket – Somerset County Cricket Club
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