At J Cloke Wealth Management, we provide bespoke advice to individuals and businesses in the South Wales area. You’ll find a professional approach to your financial planning needs, working with you to identify the best solutions.
J Cloke Wealth Management was established in 2019, when it's Principal James Cloke accepted an invitation to join St. James's Place. Prior to this, he had worked as a Senior Financial Planning Manager for Santander for more than 11 years and built up a wealth of knowledge and experience.
James is committed to helping you to achieve your financial goals both now and in the future. Whether that be investment or retirement planning, protection requirements, or inheritance tax planning, ensuring that long term professional relationships are built through regular reviews.
We offer an excellent wealth management service which will help you achieve your goals
We’re not about selling products. Of course, we aim to achieve the best returns and help you make the most of your money. But it’s not all we want. We’re relationship-builders, ready with guidance and advice whatever stage you’re at in your life. We offer a financial service that lasts a lifetime, and beyond.
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.
SJP Approved 07/02/2024
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.