I work with many private high net worth individuals, as well as small to medium sized companies. Although there is no generic type of client, my clients are mainly accountants, solicitors, doctors and entrepreneurs.
We offer an excellent wealth management service which will help you achieve your goals
Stephen Keith has been my Personal Financial Planner for many years. From my perspective this relationship has been highly rewarding. This is not only because of Stephen's personal qualities including: Integrity, Honesty, Reliability and Intelligence but also because of his ability to anticipate f...
Upon Stephen joining St. James's Place Wealth Management I had little hesitation in transferring my managed investments with him. This judgement was made having in the past received sound and trustworthy advice, such that from a business relationship grew a business friendship. I have found that Ste...
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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.
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.