Investment Planning
Through St. James’s Place we are able to offer our clients access to their distinct Investment Management Approach that enables us to create an investment strategy that is right for your needs.
Whether your financial goals are based on growth or income, capital preservation or adventurous growth, SJPs risk based portfolios provide very well diversified exposure across many different asset classes, geographies and investment risks.
We are able to offer advice on many different investment and tax wrappers, including ISAs and Junior ISAs, unit trusts, onshore and offshore investment bonds, and we also have access to Rowan Dartington who are the Discretionary Fund management and Stockbroking arm of St. James’s Place,which is wholly owned by the St. James’s Place Group. Rowan Dartington is able to assist with discretionary fund management where share portfolios might hold significant capital gains, the dematerialisation of certificated shares into electronic format, as well as execution-only and advisory share dealing if required.
The value of an investment through St. James’s Place or Rowan Dartington and any income generated may fall as well as rise. You may get back less than the amount invested.
The favourable tax treatment of ISAs may not be maintained in the future and is subject to changes in legislation.
Many financial services clients in South West London are looking for advice with investments and Tilikum Wealth Management is there to support that need. With a base in East Sheen and experience offering qualified advice in the capital, we have a wealth of knowledge to give to our clients in the area. We can support clients with various requirements, from Chelsea investments and financial services support, to financial investment and wealth management in Belgravia, Kingston, Richmond, Mayfair and more.
The next step is to tell us what’s important to you and your financial goals, so that we can start your journey of wealth management.