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

Steven Turnbull

Steven Turnbull

DipPFS
I have worked successfully within the banking and investment industry since 1988 during which time I have seen many changes. Many of these changes have not conformed to my belief in the level of service which a client could expect. I therefore decided to move to an environment where I could control the service commitment to my clients and I have become a Partner Practice of St. James's Place Wealth Management.
Email
Location : Newcastle upon Tyne
0191 2605373
07881 345225

About

The essence of the company is to provide personal and tailored wealth management advice. I aim to provide a first class, professional service to clients always with honesty and integrity being at the forefront of this whilst looking to maintain long term relationships.

I have a simple function, make finance understandable, provide an exceptional service, and ensure I always fully understand the needs and aspirations of my clients. As a result many new clients come to me as a result of personal recommendation by existing clients.

It is often a frustration to people that their affairs have not been regularly reviewed, and a cornerstone of my commitment to service is a promise to meet each client on an annual basis, or more often if required.

I aim to keep clients aware of the most up-to-date information and opinions within the markets.

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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.
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Protecting you and your finances
Insurance and protection products to help safeguard all that you hold dear.
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Retirement planning
Careful pension planning is vital for a long and comfortable retirement. Learn more about your options.
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Banking and mortgages
Make your finances work harder with mortgages and access to specialist banking services.
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Corporate services
Helping entrepreneurs and corporate directors manage their personal, business and employees’ financial security.
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Other specialist services
A network of professional specialists is on hand to provide all the help and support you’ll need.
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Exploring Intergenerational Wealth Management
Intergenerational wealth management helps families use their collective wealth to support each other across their lifetimes.
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COVID-19
Here to support you and help to provide peace of mind in this uncertain time.
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Our investment management approach
A number of carefully selected external managers of outstanding ability manage our client funds.
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Testimonials

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Since first meeting with Steve, I have been impressed with his knowledge and understanding of the investment world. He has guided me through its many pitfalls and introduced me to a number of ways to manage my investments far more efficiently and saved me money through better tax management. Stev...
Anon |Retired Operations Engineer, Newcastle

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.

The levels and bases of taxation, and the reliefs from taxation, can change at any time. The value of any tax relief depends on individual circumstances.

News & Insights

Visit Insights to read articles and news to help you make informed decisions about your wealth

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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.
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St. James's Place Charitable Foundation
Over £100 million has been raised for our charitable arm, changing the lives of children and young people.
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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 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 Turnbull
Steven Turnbull
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