Our business was set up to build and maintain strong relationships with our clients based on trust and respect.
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:
- Retirement Planning
- Investment Planning
- Inheritance Tax Planning
- Managing cash and borrowings
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.