Our business was set up to build and maintain strong relationships with our clients based on trust and respect.
"Our sole focus is to help clients to identify, achieve and maintain their lifestyle - whatever happens".
We offer a personal wealth management service tailored to each individual client or business. With regular reviews, we can identify clear objectives and create bespoke financial plans and services, helping our clients to achieve their long term financial goals.
We specialise in offering expert advice in a wide range of important areas including:
We offer clients a high level of personal service that is rarely seen in today’s financial market place. We take time to really get to know our clients before offering advice and this explains why many of our clients come from recommendations.
With the guaranteed advice and our “Best of Breed” approach at St. James's Place Wealth Management, we are able to offer a complete service to clients in all aspects of financial planning and advice.
We would welcome the opportunity to see how we can work together to enhance your financial situation.
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
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Adam is always approachable and patient. He responds quickly to emails and is willing to meet whenever necessary. His clear explanations of financial matters have been extremely useful
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.