A Partner Practice of St. James's Place Wealth Management

Steven Townsend Wealth Management Ltd

Steven Townsend

BSc APFS, Chartered Financial Planner
My aim is to help my private and corporate clients to build their wealth in a sustainable way, to use their wealth to meet their personal goals and ambitions and to secure their wealth and assets to pass wealth down the line for the benefit of future generations of their families.

About

Steven is a highly experienced Chartered Financial Planner who has successfully helped numerous clients and businesses manage and grow their wealth.

Steven’s career began with Lloyds TSB in 1995 where he flourished as a Senior Private Banking Manager. Following a highly successful 23 years, Steven was invited to join St. James's Place Wealth Management.

Steven took the opportunity to set up his own business and become a Partner Practice of St. James's Place Wealth Management in order to provide an even greater and more personalised service tailored for each client.

Each client is unique and thus has different requirements and views. In essence the flexibility to build a solution that is designed with these different requirements and views in mind is essential.
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
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Steven Townsend

30 Lombard Street, London, EC3V 9BQ

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.
He is able to assess my financial situation and explains his advice in terms that are easy to understand. His knowledge is first class and he is genuinely interested in providing the best advice for my personal situation. I look forward to my meetings with him knowing that he will listen in a friendly and supportive way before giving me the benefit of his knowledge. I have no hesitation in recommending him to anyone looking for sound advice in these uncertain times.
Private Client, Reading, Berkshire
Steven has been looking after our financial investments for the last few years and has always put our interests first and provided invaluable advice and confidence on investments and for future retirement planning. Steven is very personable and we would not hesitate recommending him to anyone for his exceptional service and support.
Steve Baskott, Quantity Surveyor, Maidenhead
Steven Townsend has taken care to identify my interests, prepare and give sound advice. I feel well supported.
Private Client
Steve Townsend's advice has been based around my personal needs and approach to financial risk. He listens to any questions I may have, and answers without financial jargon, and ensures I clearly understand what my investments mean, both short term and long term. Steven's approachable nature, and evident professional knowledge have given me confidence to invest over the past 5 years, and to continue in future. I recommend his calm, efficient services to anyone needing personal financial guidance.
Retired Social Worker, Maidenhead
Steven Townsend has looked after our financial arrangements for eleven and a half years. He has always given sound and trustworthy advice, putting our needs and interests first. We do not hesitate in highly recommending to anyone.
Gwyn Jones, Retired, Bognor Regis
We have been a client of Mr. Steven Townsend for about 12 years, he has always given us sound advice and his support has been exceptional. We could certainly recommend him to anyone. We are very happy to still have his support in the future.
Private Client

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.

Steven Townsend Wealth Management Ltd is registered in England and Wales, Number 11445469. Registered Office: Victoria House, 26 Queen Victoria Street, Reading, Berkshire, RG1 1TG.
Steven Townsend
Steven Townsend Wealth Management Ltd
07973 350430