My aim is to build and maintain a long lasting relationship with you, to be a constant source of help and advice throughout all stages of your life and to provide you with peace of mind in your financial objectives.
We offer an excellent wealth management service which will help you achieve your goals
Diana supported us when we bought our first home and has recently helped us plan our finances in preparation for our first child. She has been reassuring, friendly and knowledgeable. She has explained everything simply and clearly. I highly recommend Diana and her services.
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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.