Our practice approach

Our focus is on maintaining long term, trusted relationships with our clients. We have found that whilst they share similar concerns, our clients all need individual solutions to their problems. Many have received financial advice in the past, however the overwhelming feeling is that it is fragmented, complicated or perhaps no longer relevant. 

To meet your objectives, financial planning has to look at the complete picture. 

  • Expert advisers 
  • A broad perspective of your situation
  • A lasting relationship 
  • Guaranteed advice

These are 4 distinctive benefits of the St. James's Place Partnership approach to Wealth Management.


Testimonials

Item 1 of 4
Jody Greenall has been providing financial advice to my wife and I for the past four years. During which he has always given a very professional service, showing good judgement and providing sound advice in a non technical manner across a multitude of subjects. We would have no hesitation in recomme...
Private client| Retired Engineer