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Get in Touch Private Clients

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Call us on 0800 038 5431

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Financial Planning for a lifetime that could last a 100-years

Longer lives require better financial planning…

As the average lifetime increases, we all need to be thinking about how to arrange our finances to make those extra years secure and comfortable.

Like all financial planning and investment strategy, we understand that this has to be focused on your specific goals. That’s why we work closely with you in three phases – to plan, design and review an investment portfolio that will deliver your individual peace of mind.

 

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.

At Wells & Co we understand everyone's routes are different and their financial plans have different choices, achievements and unexpected events.

We understand everyone's financial routes are different

At Wells & Co we understand everyone’s routes are different and their financial plans have different choices, achievements and unexpected events. Therefore the approach to financial and investment planning is based on individual goals.

This approach is managed across three phases;

  • Plan
  • Design
  • Review

 

Plan

At Wells & Co we provide face-to-face tailored financial planning to our clients, this starts by getting to know you and your unique situation, goals and aspirations. Our aim is to build a long-term relationship, guiding your journey over many years.

Once we understand you and your goals we can start to think about the right type of financial plan, one that works for you.

Design

At Wells & Co we combine different elements of St. James’s Place investment propositions in a solution tailored to you – taking into account risk, time frames and personal preferences.

St. James’s Place offer a range of different portfolio of funds across a selection of risk profiles to help achieve clients different objectives.

By using different approaches we ensure that all clients objectives are achieved.

 

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.

Review

At Wells & Co we are equipped with sophisticated tools and resources to help track and review the progress of all our clients.

You can think of this as your personal financial Sat Nav – allowing for adjustments to be made as and when required.

This rolling review process helps to ensure we all stay on track and means transparent, tailored reporting is provided to you.

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Superior Investment Options

We work with St. James’s Place for a number of reasons – but the key to their investment success is understanding that no single investment house can have a monopoly on expertise.

They do not employ in house fund managers. Instead, they work with external managers, carefully selected from around the globe for their expertise and outstanding results. This allows flexibility in portfolio design, real opportunities for diversification, and access to different styles of fund management.

It’s another way of tailoring your financial plan for a lifetime that could last a 100-years.

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.