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

Paul Adams Wealth Management Ltd

Paul Adams

DipPFS
In my experience, many people will extensively search for a trusted source of financial advice based on cost and performance. I understand these are critical factors to help achieve your financial goals and the only way to know that your financial plans remain up to date and relevant is to forge a longstanding and close relationship with a trusted adviser who understands your needs.

To be effective, an adviser must be proactive in applying changing legislation and market conditions to your personal circumstances.

About

I have had a successful career within the financial services sector for over 28 Years and joined St. James's Place Wealth Management in 2007.

My core values focus upon offering an expert service of distinct quality, integrity and excellence, which in turn gives peace of mind to the discerning individual.

Where required, I work together with other specialist Partners within St. James's Place as well as other professionals such as solicitors and accountants, with the aim of providing a truly bespoke and personal service focusing upon a client’s needs and developing a carefully formulated strategy aimed towards stability, tax-efficiency and financial security coupled with a personal service over the longer term.
Paul Adams

Whistlers, Shimpling Road, Hartest, Suffolk, IP29 4ET

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

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.
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 mortgages 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.
COVID-19
Here to support you and help to provide peace of mind in this uncertain time.
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.

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.

Paul Adams Wealth Management Ltd is registered in England and Wales, Number 07306176. Registered Office: 1 Tye Green Paddock, Glemsford, Suffolk, CO10 7TS.
Paul Adams
Paul Adams Wealth Management Ltd