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

Farrelly Wealth Management

Paul Farrelly

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I provide bespoke wealth management advice to individuals and businesses tailored to meet your personal and/or business goals.

About

With an ever changing environment and changing client circumstances, I feel that it is essential to write bespoke financial plans for clients to help them achieve their goals, and, more importantly, to review these plans regularly to ensure they remain current and accurate.

I work closely with other professionals such as solicitors, accountants and other financial services specialists to ensure that my clients receive the best advice available. It is not unusual for me to work alongside clients’ own professional advisers, helping to make the process simpler and saving valuable time.

Because of my strong client focus, I build my business solely on introductions, both from my private clients and from other long-standing professional relationships. My clients are keen to recommend me to their friends, family and colleagues so that they too may benefit from the sound professional advice they have themselves received.

Based in Hertfordshire and London, we are able to provide advice to clients across the South East of England.

We are an Associate Partner Practice of St. James's Place Wealth Management and Paul has worked in the wealth management industry since 2005. He has a wealth of expertise and experience dealing with both private clients and business owners and prides himself in providing an invaluable service to our clients.

Advice & Services

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

News & Insights

Visit Insights to read articles and news to help you make informed decisions about 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.

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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 Farrelly
Farrelly Wealth Management