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

Winthrop Financial Planning Limited

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Nick Cox

APFS & Chartered Financial Planner
I offer face-to-face advice to my clients on financial solutions to help them to achieve what they want for themselves, families and their businesses.

My emphasis is on maintaining long term relationships with my clients and to provide them with a source of trusted advice.

About

Planning a secure future for yourself and your family is one of the most important steps you will ever take. I offer a bespoke advisory service to individuals, families and businesses to help them to achieve their financial needs and objectives.

Winthrop Financial Planning is an Associate Partner Practice of St. James's Place Wealth Management. Prior to joining St. James's Place I spent over twenty years working in financial services.
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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Nick Cox

Cart Lodge Office, Kersey Mill, Kersey, Ipswich, Suffolk, IP7 6DP

Monday
9am to 5pm
Tuesday
9am to 5pm
Wednesday
9am to 5pm
Thursday
9am to 5pm
Friday
9am to 5pm

Advice & Services

We'll help you find the right investments so you can achieve your financial goals

Investment planning
Whatever your financial goals, create an investment strategy that helps meet your needs.
Protecting you and your finances
Insurance and protection products to help safeguard all that you hold dear.
Retirement planning
Careful pension planning is vital for a long and comfortable retirement. Learn more about your options.
Banking and mortgages
Make your finances work harder with mortgage broking and access to specialist banking services.
Corporate services
Helping entrepreneurs and corporate directors manage their personal, business and employees’ financial security.
Other specialist services
A network of professional specialists is on hand to provide all the help and support you’ll need.
Exploring Intergenerational Wealth Management
Intergenerational wealth management helps families use their collective wealth to support each other across their lifetimes.
Planning for the tax year-end
Whether it’s planning your investments or your legacy, now is the time to act before the tax year-end deadline on 5 April.
Our investment management approach
A number of carefully selected external managers of outstanding ability manage our client funds.

Insights and E-Briefing Service

Visit Insights to read articles and news to help you make informed decisions about your wealth or sign up to the E-Briefing Service; a personalised email communication service that keeps you informed on the issues that might impact your wealth.
Nick Cox has been invaluable in re-organising my pension arrangement. His advice is clear and professional. He articulates the benefits and disadvantages of any given product or investment strategy in a balanced way which never makes me feel I am being pressurised into a decision. His service and support is regular and first class. I have no hesitation in recommending him.
Stephen Hawke
Having moved jobs, Nick was able to review my existing plans to get the most out of my retirement planning for the longer term. Nick’s advice has been invaluable and I now feel as though my financial planning is moving in the right direction. I am happy to endorse Nick for his overall financial advice.
A E Bromley- Martin
Having previously worked with Nick, when I heard he had joined St. James's Place as a financial adviser I had no hesitation in contacting him to review and manage my investments. He was able to guide me through my investments and give me informed honest and trustworthy advice. He is always prompt for our meetings and is able to take me through my planning needs very succinctly.
Mike Stunt
Nick is very thorough in his approach to my investments. He was able to give me innovative and practical advice. I value the ongoing service that he provides on all my investments and I am happy to endorse him for his high values and trusted advice.
Rob Mclaren
Nick did a review of my previous Retirement Planning. He was able to give me great advice, time and friendship. I have now moved to St. James's Place and now value the ongoing service and reviews that I receive on a yearly basis. I have no hesitation in recommending Nick for his advice, products and his company.
Fabio Randolfi

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.
St. James's Place Charitable Foundation
Over £93 million has been raised for our charitable arm, changing the lives of children and young people.
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.

Winthrop Financial Planning Limited is registered in England and Wales, Number 12192394. Registered Office: Cart Lodge Office Kersey Mill, Kersey, Ipswich, Suffolk, IP7 6DP.
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Nick Cox
Winthrop Financial Planning Limited