Advice and services

Investment planning

As you accumulate wealth through prudent saving, career achievements or inheritance, there may come a time when investing in your future becomes a priority.

You might find yourself questioning if your current savings are enough for current or your future needs.

At Crown, we take pride in our commitment to thoroughly understanding your needs.

Through regular financial reviews, we adopt a diligent, responsive and deeply personalised approach to managing your money.

Your financial well-being is at the forefront of our strategy, ensuring that every investment aligns seamlessly with your unique goals.

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.

Advice and services

Investment planning

Two team members

Our Services

Retirement Planning
Protection Planning
Tax Planning and Intergenerational Planning
Mortgages
Long-term Care
Financial Planning for Businesses