Investment Planning

Great investment is about matching the plan with the person…

The right investment planning can make all the difference in delivering a secure financial future, or provide immediate results if you are investing for income. At Wells & Co. we are well-versed in the intricacies of investment, but we’re also deeply interested in what you want. Our planning is based on meeting your goals, aspirations, ethics and values – finding the opportunities that fit you as a person.

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.