A Partner Practice of St. James's Place Wealth Management
My starting point is to fully understand what it means to run your life, family and business to uncover any issues and opportunities that might arise. After this, we can discuss and build your financial strategy to take you where you want to go, and allow you to be who you want to be.
St. James's Place Wealth Management, Montague Court, 21-25 London Road, Newbury, RG14 1JL
162 Aldershot Road, Guildford, GU2 8BL
We offer an excellent wealth management service which will help you achieve your goals
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.
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.