Our retired clients appreciate the income solutions that we put together with them. Investing is a marathon not a race, and here at AMG we appreciate that you may want to enjoy the financial fruits of your labour, and at the same aim to preserve your wealth from inflation and taxation. You may be considering more income for your lifestyle needs, or to simply start helping your loved ones in the financial sense. Some clients are philanthropic and we work with these clients to help with a programme of giving to all types of charities.
For pre-retirees we offer a service which educates clients on managing money in retirement and we invest time with you to help educate you on the positives of taking a long term view and focus on high quality investments.
The time has now come where individuals will be more responsible than the state for their own retirement and long term care provisions. We help people plan and prepare a life plan for their income and capital needs.
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.