St. James’s Place Wealth Management
‘A distinctive approach to wealth management’
As a Senior Partner Practice of St. James’s Place Wealth Management, Fortress Wealth Partnership LLP offers face-to-face advice whilst having access to St. James’s Place Wealth Management’s distinctive investment approach, and the backing and reassurance of investing with a FTSE 100 company.
At St. James’s Place, we offer a tailored service to all clients. As your individual circumstances change, we can provide you with ongoing support to help you achieve your financial goals. The comprehensive Wealth Management advice service we offer broadly covers:
- Preserving and building capital
- Planning for a successful retirement
- Mortgage planning
- Mitigating Inheritance Tax
- Helping to gain financial protection against risk
- Funding for later life planning
St. James’s Place guarantees the suitability of the advice given by members of the St. James’s Place Partnership when recommending any of the wealth management products and services available from companies in the Group, more details of which are set out on the Group’s website at www.sjp.co.uk/products.
Your home may be repossessed if you do not keep up repayments on your mortgage.
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.