6 Kingsmead Square Bath BA1 2AB

01225 696944 mckenzieandco@sjpp.co.uk

Investment planning

Building Wealth for your Future

Whatever age you are, the best time to focus on your investment plans – whether that is saving for your future, or putting some funds aside to support a loved one – is now. 


Investment planning is a crucial component of financial success and building long-term wealth. Whether you’re saving for retirement, funding your child’s education, or achieving other financial goals, the right investment strategy is critical in helping secure your future financial well-being.


Whether you are looking to invest for a regular income or to grow your funds, at McKenzie and Co, our Financial Advisers can create an investment strategy that is unique to you and you goals. 


To start your investment planning journey, it’s important to identify and prioritise your financial goals. These may include planning for (an early) retirement, buying a home, starting a business, or funding a child’s education. Understanding your goals and when you want to access your funds, will help determine the investment horizon, your risk tolerance, and your expectations on returns to align with your objectives.


As a partner of St. James’s Place the range of investment solutions and ongoing services we have access to have been carefully curated to help you reach your financial goals.


We can advise on creating your unique investment strategy, exploring the various investment options, which can include ISA’s, JISA’s, stocks, investment bonds, Unit Trusts, offshore investments and ESG Funds.


The St. James’s Place risk-rated Portfolio solutions mean you can spread your investments across a wide range of asset types and choose different investment styles to create a balanced and diversified investment solution.


Once your plan is set and your investment strategy is underway, we will regularly monitor your investment portfolio to ensure it remains aligned with your goals and risk tolerance. We will invite you to review your investments periodically and make adjustments as needed. Market conditions, changes in personal circumstances, or evolving financial goals may require modifications to your investment plan, which we can undertake with you to make sure you stay well-informed. 



Making the pieces fit

For any investor, understanding the various investment vehicles, their associated levels of risk, the possible tax implications and how they work as part of a wider financial plan is crucial. That’s why this is an area where financial advice is invaluable. A Financial Adviser can provide expert, personalised guidance, and access to research and investment opportunities that may not be readily available to individual investors.

The value of investments with St. James’s Place will be directly linked to the performance of selected funds and these can fall as well as rise. You may get back less than the amount initially invested.

Our investment planning advice services are designed to help grow wealth and protect against inflation.