A Partner Practice of St. James's Place Wealth Management

James Dare Wealth Management

James Dare

DipPFS, BA Hons
There are many different elements in terms of someone’s personal finances and my aim is to encapsulate all these elements and provide relevant and structured advice to suit my client’s circumstances and needs.

I provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.

About

I am based in Clapham, London. I am looking to work with clients from around the South East of England, whether working from a personal or business perspective.

I am passionate about the importance of helping clients create a well thought through plan to protect their personal, business and family's financial security. Through a bespoke face-to-face service, alongside the expertise available from St. James's Place Wealth Management, my aim is to help people achieve their financial goals.

My previous experience working in the city and then for a very successful Family business has given me the tools to help my clients achieve their financial objectives in the most efficient and productive way.

My emphasis is not on the beginning of the journey but the end – seeing my role as guiding you through the financial maze so that you succeed in meeting your objectives.

I am married and have two children and my passions in life are wine and any sport that keeps me active.

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Advice & Services

We offer an excellent wealth management service which will help you achieve your goals

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Why Choose St. James's place?

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.

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St. James's Place Guarantee

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.