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

James Dare Wealth Management

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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.
James Dare

97 Srormont Rd, London, SW11 5EJ

Monday
9am to 5pm
Tuesday
9am to 5pm
Wednesday
9am to 5pm
Thursday
9am to 5pm
Friday
9am to 5pm

Advice & Services

We'll help you find the right investments so you can achieve your financial goals

Investment planning
Whatever your financial goals, create an investment strategy that helps meet your needs.
Protecting you and your finances
Insurance and protection products to help safeguard all that you hold dear.
Retirement planning
Careful pension planning is vital for a long and comfortable retirement. Learn more about your options.
Banking and mortgages
Make your finances work harder with mortgage broking and access to specialist banking services.
Corporate services
Helping entrepreneurs and corporate directors manage their personal, business and employees’ financial security.
Other specialist services
A network of professional specialists is on hand to provide all the help and support you’ll need.
Exploring Intergenerational Wealth Management
Intergenerational wealth management helps families use their collective wealth to support each other across their lifetimes.
New tax year opportunities
Why wait? Make the most of the opportunities a new tax year brings.
Our investment management approach
A number of carefully selected external managers of outstanding ability manage our client funds.

Insights and E-Briefing Service

Visit Insights to read articles and news to help you make informed decisions about your wealth or sign up to the E-Briefing Service; a personalised email communication service that keeps you informed on the issues that might impact your wealth.

Why Choose St. James's place?

We're not about selling products. Our network of experienced advisers pride themselves on building trusted, long-term relationships with their clients - only by doing so can they truly understand their clients' immediate needs and future aspirations, and offer the quality, bespoke advice that they deserve.

Our investment management approach
A number of carefully selected external managers of outstanding ability manage our client funds.
St. James's Place Charitable Foundation
Over £81 million has been raised for our charitable arm, changing the lives of children and young people.
Award winning service
St. James's Place are pleased to have won numerous awards over the years, voted for by industry experts and the public.
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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 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.

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James Dare
James Dare Wealth Management