Rowan Dartington is the discretionary fund management and stockbroking arm of St. James’s Place.
It provides a range of additional, complementary wealth management services.
Discretionary Fund Management could be right for you now if:
- you have an existing share portfolio that you feel might benefit from a fresh approach
- you're looking for more diversification within your overall investment strategy
- you need expert advice on reinvesting proceeds from equities into alternative tax-efficient solutions
- you need comprehensive advice on managing your tax liabilities
Working together with Rowan Dartington, we can create a bespoke, risk-agreed investment strategy designed and implemented specifically to match your personal needs and goals.
The value of an investment through Rowan Dartington and any income generated 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 and are dependent on individual circumstances.