About us

Planning for a secure future whether for yourself, your family or your business is one of the most important steps you will ever take. We recognise that each of our clients is unique and as such deserves a bespoke service, tailored to their own financial needs and future aspirations. 

As a member of the prestigious St. James's Place Wealth Management, we work closely with all of our clients, building a relationship based on trust and an in-depth understanding of their personal finances. This ensures that we are able to provide the advice that is needed, when it’s needed.


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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.