We offer a complete Financial Planning and Wealth Management Service by working closely with all our clients. Our philosophy focuses on building and maintaining a relationship with our clients that is based on trust and an in-depth understanding of their personal finances. This ensures that we provide our clients with a distinct quality and excellence of financial advice and enabling us to give the right advice that is needed, when it is needed.

We are a Partner Practice of the successful St. James's Place Partnership, the sole advisory channel for St. James's Place Group. With the advice we give guaranteed by them. In addition to the experience and expertise provided by St. James's Place, products and services from other providers have been carefully selected to complement and enhance the range of St. James's Place products that we will be able to offer you. We believe the providers represent the 'best of breed' in their respective categories and are capable of delivering the high standards you would expect.

Since becoming part of St. James's Place in 2010, our Practice has grown, both in clients and staff. The Practice has also relocated to an office just off Swaffham Town Centre. Andy and Sally were very pleased to welcome Hayley in the Autumn of 2016 as the Senior Administrator to the Practice.

The growth of the Practice, in part, can be judged by the satisfaction of our clients and by the high volume of new clients we have gained from recommendations and referrals.

We recognise that your personal and financial circumstances are unique, and our service commitment to you, is to provide highly professional financial advice tailored to meet your individual needs and requirements. Our core values are to ensure that we maintain our long term relationship through simplicity, integrity and continual drive for wealth creation, preservation and protection. We can provide you with individually tailored advice, amongst others, in the following areas of financial planning:

• Advice and guidance on investment planning
• Reviewing retirement plans and existing pension planning arrangements
• Protecting clients’ families from the effects of Inheritance Tax
• Advice on protecting you and your family, against financial risks

It is of extreme importance for us to keep you aware of the most up to date information within all markets, by highlighting the key financial and economic issues on a regular basis. If you would like to find out more about the service we offer you are most welcome to contact the office to arrange a consultation, without any obligation.