We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
We specialise in providing high quality advice on many aspects of wealth management, working with you to help you achieve your financial goals.
The health and safety of our staff and clients is of utmost importance to us and whilst the office is open for post and meetings we are running a skeleton staff with most staff working from home, until further notice.
We would like to reassure you that we will continue to strive to offer you the same level of service you have become accustomed to and we are very much available and contactable should you need to. Please call the usual office number of 01306 742200 and your call will be diverted to a member of staff who will be able to help you. Alternatively, you can call your usual adviser on their mobile or email them. Many staff also have direct dial telephone numbers which we can give you and can be found on the foot of their emails. Telephones and post have been redirected and there may be a slight delay in answering.
We have been with our adviser, Davy, for a number of years and still value his trustworthy advice. He gives that advice at a level that is appropriate to the client, whether in person, or via email or letter. It is because of his advice that our investments have performed well. We see him once ...
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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.