Curious about what others in Asia are saying about financial advice?*
Over half
Prefer to engage with a financial adviser
About 90%
Found advice received is useful and tailored to their needs
More than 80%
Seek financial advice before making any major financial decisions
Over 90%
Say receiving face-to-face financial advice is important to them
Learn how you score against the following key areas:
Good financial planning goes beyond just managing your money and building an investment portfolio. The following key areas should also be considered as part of your rewarding financial journey abroad.
Understanding your tax obligations
Managing your UK property
Protecting your family and assets
Maximising your retirement potential
What else can you do?
Book a review session
Click the button below to book a 1 - 1 review session where we will take a deep dive into your results and identify gaps in your financial plans.
Navigate volatility
COVID-19 has created uncertainty and volatility in the markets, worrying many investors globally. Download this guide to learn how to maintain financial wellbeing by ignoring short-term fluctuations and refocusing on your long-term goals.
*Source: The Value of Financial Advice Survey 2020, commissioned by St. James's Place Asia and undertaken by Sandpiper Communications (2,064 respondents)
Information and/or opinions presented in this survey is provided for informational purpose only. It should not be relied upon as financial advice and it does not constitute a recommendation, an offer or solicitation. No responsibility can be accepted for any loss arising from action taken or refrained from based on this publication. All information presented herein is considered to be accurate at the time of production, but no warranty of accuracy is given and no liability in respect of any error or omission is accepted.
Members of the St. James’s Place Partnership in Singapore represent St. James’s Place (Singapore) Private Limited, which is part of the St. James’s Place Wealth Management Group, and it is regulated by the Monetary Authority of Singapore and is a member of the Investment Management Association of Singapore and Association of Financial Advisers (Singapore). Company Registration No. 200406398R. Capital Markets Services Licence No. CMS100851.
Members of the St. James’s Place Partnership in Hong Kong represent St. James’s Place (Hong Kong) Limited, which is an insurance broker company licensed with the Insurance Authority (Licence No. FB1075), a licensed corporation with the Securities and Futures Commission (CE No. AAV439) and registered as an MPF Intermediary (Registration No. IC000852).
Members of the St. James's Place Partnership in the Dubai International Financial Centre represent St. James's Place (Middle East) Limited, which is regulated by the Dubai Financial Services Authority (DFSA) Firm Reference Number F003486 and is authorised to conduct the Financial Services of ‘Advising on Financial Products’ and ‘Arranging Deals in Investments’.
The ‘St. James’s Place Partnership’ and the titles ‘Partner’, ‘Senior Partner’, ‘Principal Partner’, ‘Managing Partner’, and ‘Partner Practice’ are marketing terms used to describe the representatives of St. James’s Place Wealth Management Group Ltd and its subsidiarises which includes but is not limited to the entities set out above (St. James’s Place Group).
St. James’s Place Wealth Management Group Ltd Registered Office: St. James’s Place House, 1 Tetbury Road, Cirencester, Gloucestershire, GL7 1FP, United Kingdom. Registered in England Number 02627518.