
We are a family run Practice with over 30 years experience taking care of our long standing clients financial needs. In October 2021 we were proud to accept an invitation to become a Partner Practice of St. James's Place. We can work together with your accountants, solicitor and other professionals.
Financial planning can sometimes be a complicated area, but we provide face to face informal meetings where we can discuss your needs and recommend the best solutions.
We understand how important your financial goals and family are to you, that is why we feel privileged that our clients have asked us to look after their finances and help them achieve these goals.
We offer financial planning to clients and business specialising in Investment Planning, Retirement Planning, Inheritance Tax Planning and Later Life Planning.
We offer an excellent wealth management service which will help you achieve your goals
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.
SJP Approved 19/12/2023
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.