A Partner Practice of St. James's Place Wealth Management

Malcolm Edwards Wealth Management

Malcolm Edwards

Chartered Financial Planner, FPFS
Our initial consultation is provided without obligation. This allows both parties to establish if we are able to assist with your planning needs and if so, we will confirm this in writing providing you with an overview of our discussions and a high level view of our understanding of your requirements.
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Location : Upper Clatford
01264 362282
07714 685985

About

We work with our clients throughout their lives, providing ongoing advice and support so that their financial objectives become a reality.

We are extremely proud of our client relationships and have built these over many years based on our core principles of trust, honesty and reliability and as a result, we have built many long term relationships with our clients, their families and friends.
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
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Advice & Services

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

Investment planning
Whatever your financial goals, create an investment strategy that helps meet your needs.
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Protecting you and your finances
Insurance and protection products to help safeguard all that you hold dear.
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Retirement planning
Careful pension planning is vital for a long and comfortable retirement. Learn more about your options.
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Banking and mortgages
Make your finances work harder with mortgages and access to specialist banking services.
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Corporate services
Helping entrepreneurs and corporate directors manage their personal, business and employees’ financial security.
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Other specialist services
A network of professional specialists is on hand to provide all the help and support you’ll need.
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Exploring Intergenerational Wealth Management
Intergenerational wealth management helps families use their collective wealth to support each other across their lifetimes.
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COVID-19
Here to support you and help to provide peace of mind in this uncertain time.
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Our investment management approach
A number of carefully selected external managers of outstanding ability manage our client funds.
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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.

Our investment management approach
A number of carefully selected external managers of outstanding ability manage our client funds.
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St. James's Place Charitable Foundation
Over £100 million has been raised for our charitable arm, changing the lives of children and young people.
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Award winning service
St. James's Place are pleased to have won numerous awards over the years, voted for by industry experts and the public.
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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.

Malcolm Edwards
Malcolm Edwards Wealth Management
Copyright St. James's Place © 2021