Ian Griffiths FCSI

Financial Adviser

Ian works closely with his clients, to create a bespoke, structured wealth management plan and develop investment strategies to help achieve their financial goals and provide financial security. Ian’s typical clients include city professionals executives and partners of accountancy and law firms. What these clients have in common is a rewarding but demanding career, which often means that they lack the time to manage their wealth in the most efficient manner.

Chartered Fellow of the Chartered Institute of Securities and 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 and are generally dependent on individual circumstances.