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.
We offer an excellent wealth management service which will help you achieve your goals
Visit Insights to read articles and news to help you make informed decisions about your wealth
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.