Campbell Cain works on the principle that an individual client’s situation and aspirations will always be unique. Our role is to use our experience to devise a customised financial plan, which is then appropriate for that client.
We achieve this by delivering a personalised service which helps the client identify their key objectives and then recommends a portfolio of investment, retirement and protection solutions which gives the best opportunity to resource those objectives.
Some of our most satisfying work has involved helping people who approach us fairly early in their careers to establish flexible finances which over time deliver for them the lifestyle objectives they have identified.
Other individuals have approached us in later life but we are still able to restructure their financial affairs to allow them a better fit between their aspirations and resources.
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.