Welcome to Lydia Grace Wealth Management – Financial Planning & Wealth Management specialist offering dedicated advice to individuals, trustees and businesses in a friendly and focussed manner.

At Lydia Grace Wealth Management, the Practice works in partnership with its clients throughout their financial lifetime. All of the advice is unique – working holistically with its clients to create a bespoke plan which incorporates existing arrangements and addresses all future goals and objectives. The financial plans will also always address niche areas of advice such as tax and long-term care. The journey to true financial peace of mind is different for everyone, and the route can be complex – at Lydia Grace Wealth Management the aim is to work with clients and take the time to know and understand all of the challenges and possibilities ahead. The Practice prides itself in putting clients first, keeping things simple and always being there. The level of satisfaction may be judged by the fact that most new clients are as a result of existing client recommendations.

As a proud Partner Practice of St. James's Place, the Practice has access to a wide range of additional resources including other specialist professionals, and of course the SJP distinct approach to Investment Management all with the assurance of the SJP Guarantee.