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

William McCombe Wealth Management

William McCombe

I provide bespoke wealth management advice to private and corporate clients in and around Lancashire.

About

After a very successful career in small business, William was invited to join the prestigious St. James's Place Academy beginning a journey which has led him to become a high quality wealth advice professional.

William believes strongly in the distinctive approach to Investment Management that is adopted by St. James's Place Wealth Management and also shares the strong belief with St. James's Place that long term client relationships are key.

William had previously been working in the small business sector for 10 years after leaving University with a BA (hons) Business & Management, and knew the St. James's Place Academy was the path to becoming an adviser he wished to pursue.

In his spare time William is a very keen golfer and also enjoys keeping fit at the Gym. William McCombe Wealth Management was established in 2019, when its Principal William McCombe accepted an invitation to join St. James's Place.

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.

Advice & Services

We offer an excellent wealth management service which will help you achieve your goals

News & Insights

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

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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.

William McCombe
William McCombe Wealth Management
07887 776921