Your plan.
BUILT AROUND YOUR LIFE
Track 01
Stocks & ISA
£35,000
Track 02
Pension
£65,000
Track 03
Trust Fund
£50,000
Target Retirement Lifestyle
Comfortable
— the life you've imagined.
£48,400 PER YEAR · TODAY'S MONEY
Contributions
£2,400
/mo
Across ISA & pension
Dividends
£14,200
/yr
Reinvested automatically
Portfolio Growth
↑
£1.85
m
From £150k today to £2.0m target
Target Date
June 2056
At age 67
Target Value
£2.0
m
Combined portfolio at retirement
2026
Years passing
Markets rise.
Markets fall.
Decades pass
A global strategy,
working for you.
9% AVG ANNUAL · GLOBALLY DIVERSIFIED · £150K → £2.0M
Yr 0
Yr 10
Yr 20
Yr 30
£150K
£500K
£1M
£1.5M
£2M
UK AVG · £648K
£150K
TODAY
£2.0m
AFTER 30 YEARS
↑ +£1.85M GROWTH
+£1.34m
VALUE OF ADVICE VS UK AVERAGE
St. James's Place
WEALTH THAT ENDURES