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

Simon Musgrave

Simon Musgrave

Working with clients on a face to face basis, means that I can tailor their financial solutions to their personal needs to help achieve their financial objectives.


Having worked in the financial service industry for over 25 years helping clients achieve their financial goals, I believe that the best way to help clients is with regular face to face meetings. This is in order to really get to know clients and understand their needs. I believe this is the best way to approach them, as from personal experience this is the way previous clients and new clients alike prefer to discuss their finances, rather than talking to someone they do not know or trust.

I was delighted to be able to join St. James's Place Wealth Management, as this allows me to continue to work with clients on their agenda with regular reviews and with a full range of financial products available, and the backing of St. James's Place Wealth management.


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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 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 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 The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.