An Associate Partner Practice of St. James's Place Wealth Management
I have devoted the whole of my working life to helping my clients and their families, relatives and colleagues make the most of their money and realise their financial goals. Over the years, I have worked with the aim of achieving excellent client satisfaction, whilst gaining numerous qualifications and experience along the way.
We offer an excellent wealth management service which will help you achieve your goals
I have been receiving financial advice from Helen Wright for almost 30 years and she has always been well informed, enthusiastic, likeable, efficient and trustworthy. Helen is now also advising my children on my recommendation.
I have known Helen Wright for almost 30 years and she has always been well informed, enthusiastic, likeable, efficient and trustworthy. She has always responded promptly to any concerns or queries that we have had over the years. My children now receive financial advice from Helen and find her helpful and understanding.
I have known Helen for over 20 years. Helen has always shown integrity throughout. She is extremely passionate and genuinely cares about her clients. Helen always wants the best for them, has helped and supported me throughout my pension process and has always given me sound advice on how best to maximise my pension. I would most certainly recommend Helen to anyone who is considering their pension and investments.
Helen Wright has always provided me with exemplary service, asking me careful questions to explore and then understand my financial and pension needs, then giving sound advice on how to maximise my investments for my retirement. Helen has always acted promptly and efficiently to respond to my investment and pension requirements. I would not hesitate to recommend Helen to anyone considering starting, managing or taking a pension.
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.