About us

As a Partner Practice of the prestigious St. James's Place, we pride ourselves on forming long term relationships based on mutual trust and integrity. 

We aspire to develop a holistic and in-depth understanding of your personal needs and circumstances, enabling us to tailor a solution that meets your unique financial requirements. 

We recognise that your financial security is paramount both now and in the future, whether your priority is: 
  • Investment planning 
  • Inheritance tax planning 
  • Mortgage advice 
  • Retirement planning 
  • Protection 
  • Wills* 
  • Trusts* 
  • Later Life planning 

Your home may be repossessed if you do not keep up repayments on your mortgage.

*Will writing is a separate and distinct service from those offered by St. James's Place. Wills and Trusts are not regulated by the Financial Conduct Authority.