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

Stephen Limbert Wealth Management

Stephen Limbert

DipPFS
With financial adviser numbers so reduced and computer based services on the rise, it can be difficult to establish a long term relationship with an adviser you can trust. This is where we make a difference.

We are passionate about providing our clients with trusted face-to-face financial advice.

About

Based in Northamptonshire, I provide wealth management advice to clients both within the county, and more widely throughout the Midlands.

I have been working in financial services for 30 years and during this time have gained the knowledge and experience that I feel you can be confident that you are in safe hands in an ever changing complex environment. I recognised that my clients needed me to be able to help them with all of their financial advice needs and therefore demanded a wider scope of advice and solutions, whilst also wanting the financial strength that a large company provides.

I chose to accept an invitation to join St. James's Place Wealth Management because of the many positive testimonials I have heard from both existing clients and also existing Partners whose opinions I value greatly.

My expertise covers the broad spectrum of both personal and business financial planning to ensure that you adequately plan for the future but at the same time plan for the continuation of income should unfortunately the need arise.

At the heart of my service is a belief in regular communication to ensure that my clients are kept informed of issues that may affect their financial well-being.

As such I regularly publish a range of newsletters exclusively for my clients, including WeekWatch and quarterly magazine called The Investor which is a very informative read.

Outside of my business, I am and have been for the last 16 years a business mentor for the Prince’s Trust during which time I have had the great pleasure in helping many young adults start off in business and to help them make a success of it. As a Master Scuba Diver I regularly donate and participate in a forum of a small charity called Deptherapy who help injured armed services personnel get into diving as part of their rehabilitation at a difficult time in their life.

Through St. James's Place Wealth Management, we are able to provide our clients with a dynamic and distinctive investment management approach. Working alongside this proposition enables us the time to build long term trusted relationships with clients providing genuinely tailor made solutions, which are flexible enough to adapt to changing needs and goals over time.

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
Stephen Limbert

Drayton Road, Irthlingborough, Northants, NN9 5TB

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.

Stephen Limbert
Stephen Limbert Wealth Management