A Senior Partner Practice of St. James's Place Wealth Management
Axis have an abundance of experience in providing bespoke, holistic advice on a range of wealth management needs, including: investment planning, inheritance tax mitigation, retirement planning, care fees planning and advice for businesses.
We offer an excellent wealth management service which will help you achieve your goals
Alan’s help and support were invaluable to me in making significant financial decisions at a difficult time. He tailored his advice to my particular situation and his expert knowledge, quiet manner, ability to listen and clear articulation of the options inspired trust and confidence. I have gone on to make further use of his services and I would not hesitate in recommending him to others.
After discussing our requirements for my mother's care, Alan devised a flexible package that went beyond our expectations and left us with the confidence that, financially, my mother could receive the care that we had hoped to provide for her. Throughout our discussions Alan's advice, and commitment to finding the best solution was excellent. I would happily recommend his services to anyone trying to finance long term care for an elderly relative.
Mr Jones gave me several viable options to choose from and explain all the benefits of each, always putting my mother's well-being first. He gave me excellent advice and I would recommend his exceptional service to someone else without hesitation. His help and support has been exemplary.
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.