As an Associate Partner Practice of the prestigious St. James's Place, our focus is on you and on working towards achieving or maintaining financial security for you and your loved ones.
Based on our core values, excellence of service and above-all, integrity, we will provide you with the financial solutions to satisfy your needs both now and in the future, specialising in expert advice in Investment Planning, Inheritance Tax Planning, Pension Planning, Mortgage Advice and Protection Planning.
Your home may be repossessed if you do not keep up repayments on your mortgage.
We appreciate that you are unique, with your own financial ideals, which is why we will tailor the services and recommendations that we make specifically to meet your needs.
For a friendly, confidential and no-obligation consultation on how we can help you plan the future for you and your family, please get in touch.
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 09/06/2022
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.