An Associate Partner Practice of St. James's Place Wealth Management

Jamie MacLeod Wealth Management Ltd

Jamie MacLeod

DipPFS
Professional Wealth Management can help towards a secure financial future.

We tailor our services to suit the needs of private clients as well as businesses, and we are able to visit you in your home, place of work, at our office in Evesham, or a location of your choosing.

We strive to provide our clients with friendly, jargon free recommendations and put customer service at the heart of everything that we do.

About

We are a family run company based in the historic market town of Evesham, Worcestershire. Jamie has over 20 year’s experience within the financial services industry, specialising in Retirement Planning & Pensions, Investments, Insurances and Mortgages. His wife Rachel has a background in banking and publishing and ensures the companies smooth running.

Being an Associate Partner Practice of St. James's Place Wealth Management gives us access to first class products and the backing and support of a large strong organisation that has the experience to deal with every clients financial needs.

We believe in the traditional value of face to face meetings and advice with the support of up to date technology giving our clients everything that they would expect from a modern wealth management company.

We treat all of our clients as friends, in the hope that we establish long term relationships through our friendly and honest dealings, so that we continue working with you as life progresses and your circumstances change.

Your home may be repossessed if you do not keep up repayments on your mortgage.

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.

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Advice & Services

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

News & Insights

Visit Insights to read articles and news to help you make informed decisions about your wealth

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.

Jamie MacLeod Wealth Management Ltd is registered in England and Wales, Number 11909335. Registered Office: 105 High Street, Evesham, WR11 4EB.