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Investment Planning

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Investing your Money

We will help make your money work harder for you


RWB Wealth prides itself on offering a first class service and believe in excellence, efficiency and integrity whilst providing a full Financial Planning Service for every individual client.

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.

We offer a comprehensive range of investment solutions to make your money work harder for you, in the most tax efficient way

INVESTING

Risk and reward

We can help you to understand the relationship between risk and reward, and ensure you fully understand any solution we recommend. This will ensure any investment plan is tailored to your own individual needs. All investments carry a certain level of risk and potential reward, so any recommendation we make will be in line with the risk you are willing to and able to take. 

We will never recommend an investment strategy to you if you don’t have a sufficient emergency fund in place, or if you are looking to invest for the short term. Investment markets inevitably fluctuate and so we have to take a medium to a long-term approach to any investment strategy. All of our investment solutions are diversified to help spread risk across several different market sectors, geographical regions, and asset classes, depending on the level of risk taken
INVESTING

OUR COMMITMENT

At RWB Wealth our commitment to you is to ensure that our advice is totally tailored to your individual needs and life goals, and we will always ensure you fully understand any advice we give, and the associated risks.
INVESTING

Investing your money

Finding the best way to invest your money.

Money held in cash can be eroded by inflation, which can significantly reduce the purchasing power of your money over time. Whilst investing isn’t appropriate for everyone, with today’s economic climate it can form an essential part of many people’s financial planning.

Our financial investment advisors offer a range of investment solutions to help you make the most of your money in a tax-efficient way.

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. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society.

Have any questions?
Want to know a little more?

We’re here to help you with any of your questions. If you’d like to contact us or have a query, please fill in our form and we’ll get back to you.
The Partner together with St. James's Place plc are the data controllers of any personal data you provide to us. For further information on our uses of your personal data, please see the Partner's Privacy Policy or the St. James's Place Privacy Policy.
You can send us a message or call us at:
T: 02920263360
E: [email protected]
RWB Wealth Ltd, Regus House, Malthouse Avenue, Cardiff Gate Business Park, Cardiff, CF23 8RU
SJP Approved
26/09/2023
RWB Wealth Ltd 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 ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.

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