Stephen Crofts
Dip CII
With a background in Regulated Training, I used to teach people to become Financial Advisers and after several years I realised that my real passion was working with you, the clients.
I truly believe that trust and respect are fundamental in developing long-lasting relationships. Whether you're an individual, a couple, a family or business, my focus is on helping you reach the financial future you want.
Using my expertise in holistic financial planning, I'll be there to help, support and guide you throughout your financial journey to make it as stress free as possible, whilst helping you achieve your short, medium and long term goals.
About
SJC Wealth Management Limited provides holistic financial planning for individuals, families and businesses.
Our financial life develops with us as we move into different life stages.
Within each life stage our financial needs change, meaning it's important to be thinking about your short, medium and long term goals no matter your circumstances - no one is too young or doesn't earn 'enough' for a Financial Adviser.
At SJC Wealth Management we aim to build relationships with our clients over a lifetime. We're here for the long-term, to be there to help, support and advise on any financial need that life throws at you, expected or unexpected.
We also work closely with doctors and consultants, and provide specialist planning in regards to the NHS pension, the issues around pension allowances and private practice financial planning.
Promotions
Advice and services
We offer an excellent wealth management service which will help you achieve your goals
More about St. James's Place
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.
SJP Approved 24/11/2023
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.
