“Bespoke Financial Advice tailored to your needs.”
Shires Wealth Management covers all areas of wealth management including retirement planning, wealth & business protection, investment planning and estate planning. The emphasis is on building and maintaining long term relationships and working closely with their clients to provide the highest standard of advice, as their clients financial needs evolve over the years.
It has been said – “The things that you do for yourself are gone when you are gone, but the things that you do for others remain as your legacy”.
Having a surplus of wealth is a real privilege, as it can enable us to help others, and make the world a better place.
When you invest in your future through us, you can be sure that the St. James’s Place range of Funds and Portfolios are run by carefully selected world class managers, all of whom have signed up to the United Nations Principles of Responsible Investing. We know that profit is possible alongside long term sustainability and ethics. The enhancement of your wealth need not be at conflict with the environment, communities and animal welfare.
We are keen, and able, to assist individuals and businesses, to create ethically oriented portfolios that are in line with their specific ethical preferences, and risk profile.
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.