In addition to the St. James’s Place Investment Management Approach, we also provide access to a range of additional, complementary investment services through Rowan Dartington, the Discretionary Portfolio Management and Stockbroking arm of St. James’s Place.
This service will appeal to investors with existing share portfolios or specific investment needs, and those seeking additional diversification within their overall investment strategy. It is also suitable for self invested pensions and ISAs and for trustees and charities. They can advise on single stock holdings, as well as investment and unit trusts, commodities , private equity funds, alternatives and REITs.
Each portfolio is individually tailored to your requirements and can either be held as a stand alone portfolio or as part of the St. James’s Place Investment Management Approach.
Price fluctuations have only one significant meaning to the true investor. They provide him with an opportunity to buy wisely when prices fall sharply and to sell wisely when they advance a great deal. At other times he will do better if he forgets about the stock market and pays attention to his dividend returns and to the operating results of his companies.
— Benjamin Graham
The value of an investment through Rowan Dartington and any income generated may fall as well as rise. You may get back less than the amount invested.
The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.
Irongate Wealth Management is a trading name of Irongate Ltd, which is registered in England & Wales No. 3855729. Registered address: Ashgrove Farm, Jackbarrow Road, Cirencester, Gloucestershire GL7 7LB.
Irongate Wealth Management is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The title ‘Partner Practice’ is the marketing term used to describe St. James’s Place representatives.