An Associate Partner Practice of St. James's Place Wealth Management
James Hunwicke Wealth Management
James Hunwicke
DipFA CertPFS CeMAP
James Hunwicke Wealth Management provides wealth management advice to individuals and businesses across East Anglia and beyond.
About
Our advice is tailored to meet your personal and/or business objectives.
We offer you the benefit of a single relationship to meet all your financial needs offering face to face specialist advice for all clients whether on a personal basis or for their business to help build and maintain their current and future aspirations covering all the spectrums of wealth management/financial planning.
What we offer:
- A confidential, personal service tailored to your own needs including:
- Preserving and building capital and growing wealth
- Inheritance Tax & Estate planning
- Retirement Planning and Pension Reviews
- Providing Financial Protection
Our commitments and promises:
- A confidential professional service, tailored to your needs
- Integrity & honesty
- Face to face personal advice
- Regular ongoing reviews
- The client is at the heart of what we do
- Long standing relationships throughout a client's financial life
St. James's place offers a holistic wealth management approach. We have access to the exclusive St. James's Place range of products. These offer important benefits, of which perhaps the most remarkable is the St. James's Place approach to investment management.
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.
St. James's Place Charitable Foundation
The St. James's Place Charitable Foundation is a grant-making charity with a difference. Rather than utilising funds received from an endowment or an investment, funds are raised and donated by the St. James's Place community. Since 1999, after gaining shareholder permission, the Company have matched all funds raised or donated, pound for pound.
Since its inception in 1991, our community has raised and distributed over £50 million to good causes operating in the UK and abroad. Over 85% of our community also make a regular monthly donation to the Foundation and, in 2015, in excess of £7 million was raised.
About James
James worked in the banking sector for over 25 years, building his experience through many roles from cashiering, management and recruitment to the giving of holistic financial advice in both the personal and business marketplace.
James is committed to ensuring that his industry knowledge remains relevant and current by placing strong emphasis on his personal development. This, along with the pride, dedication and passion, that he places on developing solid personal relationships with his clients, ensures that he is able to offer a rounded, professional and principled service.
James Hunwicke Wealth Management was established in June 2013, when James accepted an invitation to join St. James's Place Wealth Management as an Associate Partner Practice.
James has been based in Felixstowe all his life with my family, and seen many changes both in the town and the wider Suffolk area, which he feels leaves him well placed with his chosen profession.
In James's spare time he likes to keep involved in various activities, such as Tai Chi and squash and has a passion for all things military! James has been involved in the Wargaming community for over 30 years.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
Promotions
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We have many years of experience in wealth management and we are dedicated to your financial well-being.
My team are dedicated to your financial well-being.Advice & Services
We offer an excellent wealth management service which will help you achieve your goals
Testimonials
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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.
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.