Investment Planning

About Blythswood Associates

When it comes to your future, it is important to invest in planning. We believe that if you invest in expert financial planning, it will help you achieve your financial goals and secure the future you want.

Whether you are starting out in your career, looking to buy your first home, saving for your child’s education or heading towards retirement, we are here to help you at every step of life’s key milestones.

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Blyhswood Associates Investment Planners

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, we 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 depends on individual circumstances.  

Our Investment Planning Services

Investing for Income

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Growth & Income Portfolios

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Junior ISAs

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Discretionary Fund Management*

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Investment Bonds

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Unit Trusts

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Offshore Investments

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*This will involve a referral that is separate and distinct from those offered by St. James's Place Wealth Management.

OUR INVESTMENT 
MANAGEMENT APPROACH
OUR INVESTMENT MANAGEMENT APPROACH

When you are looking for a Financial Planning firm, we think it is very important to look for a company that genuinely believes in delivering the best advice for us and our family. Having dealt with various Advisers over the years, we were relieved to meet the team at Blythswood Associates. Extremely friendly in their approach and made the whole process of reviewing our financial plans seamless and easy to understand. We were reassured that they spent quality time to listen to us and understand our plans now and in the future.

The team are professional and personable, when we meet for review meetings we are made aware of anything that may have impact on our longer term plans.

Peter and Virginia Quinn
Private Clients