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Investments

Abbeygate Wealth Management Ltd is a Partner Practice of St. James’s Place Wealth Management. This means that when it comes to investments, our clients could benefit from the distinctive investment management approach employed by St. James’s Place. Instead of employing in-house fund managers, St. James’s Place selects some of the very best managers around the world to manage their (and our clients) funds’ and makes changes where necessary. We feel this approach could award you with the components required for the potential to achieve a better return from your investments over the medium to long term.

See below for a list of our investment options:

  • Investing for Income
  • ISA planning

  • Unit Trusts
  • Investment Bonds

  • Offshore Investments

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.

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

Currency movements may also affect the value of investments.

7 Whiting Street
Bury St Edmunds
Suffolk, IP33 1NX
01284 703422
abbeygatewm@sjpp.co.uk

Registered in England and Wales
Company No.06803554

Abbeygate Wealth Management Ltd is an appointed Representative of respresents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website www.sjp.co.uk/products. The 'St James's Place 'Partnership' and titles, 'Partner' and 'Partner Practice' are the marketing terms used to describe St. James's Place Wealth Management representatives.