Based in between Salisbury and Bath, I provide wealth management advice to clients in Stroud, Ross On Wye and the South West of England.
We offer an excellent wealth management service which will help you achieve your goals
Jeremy has a wealth of experience in financial matters and has offered me sound guidance over the last few years. More than this, he is a good listener and accessible on a human level. This has resulted in my having a good understanding of his advice before making important financial decisions. Once...
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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.