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 optio...
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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.