Investing in what matters to you

We practise wealth management with purpose.

At CF Wealth, we are committed to helping you to achieve the best possible financial outcome, while maintaining accountability for the social and environmental impact in everything that we do through St. James’s Place sustainable investment strategy and approach.

Our goals are closely aligned to the UN’s Global Goals for Sustainable Development, because we believe that every company, every employee and every client has a role to play in creating a more peaceful and prosperous future for people and for the planet.

Our Values

Sustainability

It’s not just a concept for us, it’s a way of life. We stay true to our commitment of sustainability, and promote socially responsible investing for the good of our clients, communities and our world by accounting for risks and uncertainty, evaluating the impact of wellness, social, economic and environmental outcomes.

Progressive

We are progressive in our outlook and in our approach. Our core aim is to have a positive impact for our clients, our planet, and our communities, by ensuring that our investments are being used as a force for good through the use of best practices. 

Respect

Everyone is equal. We are human in our interactions, ensuring to be courteous and always pay close attention to our clients’ concerns to provide solutions that meet every individual’s financial objectives. We always champion diversity and gender equality.

Positivity

We are optimistic and act as role models who care about what we do. It’s thanks to our growth mindset and thrive mentality that we always deliver positive client outcomes. We grow and succeed together through positivity and selflessness for our communities.

As a Partner Practice of St. James’s Place, we have access to a wide range of funds and portfolios. A FTSE-100 wealth management company that puts long-term relationships and advice that clients trust at the heart of everything they do. Like us, they are committed to delivering value and excellence through the products and services they make available to their clients. 

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 you invested.

A move towards a more sustainable future

A responsible and sustainable investment strategy integrates environmental, social, and governance (ESG) factors into investment analysis and decisions. It recognizes that ESG factors can have an impact on the financial value of an investment and that investments have an impact on the world around us.

A responsible approach to investing recognises that long-term prosperity requires a move away from short-term profit as the only definition of value.

 

27x

It’s been calculated that investing sustainably can have 27 times as much impact on reducing your carbon footprint as giving up flying or eating less meat.

Source: Nordea Group Sustainable Finance,  June 2018 

Investing in what matters to you

A responsible and sustainable investment strategy integrates environmental, social, and governance (ESG) factors into investment analysis and decisions. It recognizes that ESG factors can have an impact on the financial value of an investment and that investments have an impact on the world around us.

A responsible approach to investing recognizes that long-term prosperity requires a move away from short-term profit as the only definition of value.

It’s been calculated that investing sustainably can have 27 times as much impact on reducing your carbon footprint as giving up flying or eating less meat.

What is ESG?

Why Choose St. James's Place

Latest updates

Are Your ISA Savings Working Hard for You?

The reality is that many people fail to make the most of the tax benefits on offer for their ISA savings. With time to think about our finances being one of the few benefits of lockdown, now could be an opportunity to review those plans.

How to Beat Inheritance Tax in Five Easy Moves

Planning now to mitigate the impact of Inheritance Tax can improve not only your life, but also your family’s.

Don’t Get Caught in the 60% Tax Trap

There’s a little-known tax ‘sinkhole’ that could catch you unawares and leave you paying more tax than you need to. We look at ways to sidestep it.

Are Your ISA Savings Working Hard for You?

The reality is that many people fail to make the most of the tax benefits on offer for their ISA savings. With time to think about our finances being one of the few benefits of lockdown, now could be an opportunity to review those plans.

How to Beat Inheritance Tax in Five Easy Moves

Planning now to mitigate the impact of Inheritance Tax can improve not only your life, but also your family’s.

Are Your ISA Savings Working Hard for You?

The reality is that many people fail to make the most of the tax benefits on offer for their ISA savings. With time to think about our finances being one of the few benefits of lockdown, now could be an opportunity to review those plans.

Contact Us

CF Wealth

Tel: 020 8042 0156
Floors 1-3,
116 Brompton Road,
Knightsbridge, London
SW3 1JJ

The Partner together with St. James's Place Wealth Management plc are the data controllers of any personal data you provide to us. For further information on our uses of your personal data, please see the Partner's Privacy Policy or the St. James's Place Privacy Policy.

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