Trueman Wealth Management
James Trueman
Trueman Wealth Management offers bespoke financial planning for individuals, families and businesses. We are established and experienced in estate planning; wealth preservation; tax mitigation and have well established professional connections.
We know priorities change. Our priority is understanding the needs of our clients to help identify opportunities. This might mean redesigning the financial plan, or reviewing a current strategy in light of personal, economic or social changes.
We simply do what we say we will and pride ourselves on doing the right thing for our clients at the right time.
About
James Trueman has built Trueman Wealth Management simply from referrals and recommendations. Since joining St. James's Place in 2008, James has become known as a trustworthy, knowledgeable and forward thinking financial planner. He serves clients now who first came to him over a decade ago.
He says: I believe our clients stay with us due to our trusted and valued professional advice. Our relationships thrive on truly getting to know each other in a relaxed and professional manner. Visiting clients face to face truly matters to me. An established name in the Nottingham and Lincolnshire area, Trueman Wealth Management works with large corporations, small business owners and families, and is now growing a significant client base in and around Cheshire.
We simply do what we say we will and pride ourselves on doing the right thing for our clients at the right time. With clients from varying wealth backgrounds and circumstances, Trueman Wealth Management treats financial planning as a continuous, flexible dialogue. We are prepared to take corrective decisions in line with market movements but also know when it is time to stay strong and remain with current strategy. We also know how to work alongside your solicitors, accountants and other valued professional advisers, with sensitivity and professionalism, to deliver fully informed and practical advice.
With an honest, family business feel and a commitment to an introductory face to face financial introduction meeting, Trueman Wealth Management can offer immediate advice, help and ideas for any financial need.
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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 21/02/2024
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.
