An Associate Partner Practice of St. James's Place Wealth Management

AJ Tebbutt Wealth Management

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Adam Tebbutt

CeMAP DipFA CeLTCI MLIBF PETR
I pride myself on being able to afford clients and their families the time and attention they deserve and to build trusted long term relationships.

About

In 2019, Adam had the privilege of being asked to join St. James's Place Wealth Management and was delighted to accept the offer and founded AJ Tebbutt Wealth Management.

Adam meets with his clients regularly to ensure he adapts their financial plans to changing circumstances and priorities. He does this, where appropriate, taking into consideration the needs of families as a whole, and often provides advice across generations within the same family.

Prior to joining St. James's Place, Adam provided Independent financial advice to clients of a chartered accountancy firm. Over this time he has provided bespoke advice to individual clients as well as business owners and directors - particularly in the agricultural sector and with SMEs.

Having worked alongside an accountancy firm for the past 6 years he has gained knowledge and experience of adapting his advice to be sensitive to and to create harmonies with tax planning strategies.

Adam is married to Tamsin, and has 3 young children who keep him very busy. He enjoys playing sports when he gets the chance, including Rugby and Cricket, and has recently started to (try to) play Golf.
Adam Tebbutt

The Old Smithy, Common Road, Welborne, Norfolk, NR20 3LE

Monday
9am to 5pm
Tuesday
9am to 5pm
Wednesday
9am to 5pm
Thursday
9am to 5pm
Friday
9am to 5pm

Advice & Services

We'll help you find the right investments so you can achieve your financial goals

Investment planning
Whatever your financial goals, create an investment strategy that helps meet your needs.
Protecting you and your finances
Insurance and protection products to help safeguard all that you hold dear.
Retirement planning
Careful pension planning is vital for a long and comfortable retirement. Learn more about your options.
Banking and mortgages
Make your finances work harder with mortgage broking and access to specialist banking services.
Corporate services
Helping entrepreneurs and corporate directors manage their personal, business and employees’ financial security.
Other specialist services
A network of professional specialists is on hand to provide all the help and support you’ll need.
Exploring Intergenerational Wealth Management
Intergenerational wealth management helps families use their collective wealth to support each other across their lifetimes.
Planning for the tax year-end
Whether it’s planning your investments or your legacy, now is the time to act before the tax year-end deadline on 5 April.
Our investment management approach
A number of carefully selected external managers of outstanding ability manage our client funds.

News & Insights

Visit Insights to read articles and news to help you make informed decisions about your wealth

Why Choose St. James's place?

We're not about selling products. We pride ourselves on building trusted, long-term relationships with clients - only by doing so can we truly understand our clients' immediate needs and future aspirations, and offer the quality, bespoke advice that they deserve.

Our investment management approach
A number of carefully selected external managers of outstanding ability manage our client funds.
St. James's Place Charitable Foundation
Over £87 million has been raised for our charitable arm, changing the lives of children and young people.
Award winning service
St. James's Place are pleased to have won numerous awards over the years, voted for by industry experts and the public.
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St. James's Place Guarantee

St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.

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.

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Adam Tebbutt
AJ Tebbutt Wealth Management
07717 574465