Specialist Advice | St. James’s Place Wealth Management

Specialist advice

Putting our clients firmly at the heart of everything we do enables us to run a genuinely client-focused business. We specialise in the following areas of advice:

We specialise in meeting the financial needs of people who have created significant capital, or who earn higher incomes.

We can help business owners, of any kind, to achieve their business, financial and lifestyle objectives.

As a busy Senior Corporate Executive, we will help you find the time to manage your personal finances.

We will help you find financial clarity to fulfil your ambitions for now and into retirement.

We can offer expert advice to City professionals across a range of financial planning matters.

Whatever your circumstances, knowing how to make the best financial plans for your future is hugely important.

Sports professionals understand that careers can be short and that wealth should be nurtured and protected.

We look after charitable funds for a wide range of organisations, and we recognise that every charity is different.

As a contractor, you need to provide your own financial benefits package for retirement, savings and protection against risk.

Mark Burns

Bluewater Financial Planning Ltd

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