Normie Publication (2)

Investment Planning

Investing for Income

ISA and Junior ISA

Unit Trusts

Retirement Planning

Investment Bonds

Offshore Investments

Prestfield Wealth Management was established when its Principal John Myatt accepted an

invitation to join St. James’s Place Wealth Management. The vision was to provide clients

with access to both financial advice in the comfort of their own home, as well as being able

to visit a high street location for advice.

St. James’s Place is one of the UK’s leading wealth management organisations, managing

client funds of £96.6 billion. The company was founded in 1991 by the late Mike Wilson CBE,

Sir Mark Weinberg and Lord Rothschild and today through its partnership provides reliable

and expert advice in all aspects of wealth management.

Reliable wealth management advice and creating the right investment strategy are crucial

elements in helping to secure your future financial well-being. Whether you are looking to

invest for income or growth, they can provide the quality advice, comprehensive investment

solutions and ongoing service to help you achieve your financial goals.

St. James’s Place’s carefully constructed, risk-rated portfolios enable you to spread your

investments across a wide range of global asset types and choose fund managers with

different investment styles to create a balanced and diversified investment solution.

The value of an investment with St. James’s Place will be directly linked to the performance

of the funds selected and 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 generally depends on individual circumstances.

Prestfield Wealth Management LLP 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 at

www.sjp.co.uk/products.

The `St. James’s Place Partnership’ and the titles `Partner’ and `Partner Practice’ are marketing terms used to describe St. James’s Place representatives.