Our primary goal at Wealth Strategies is to be valuable to our clients.
Led by Mark Hynes, a Partner Practice with the St. James's Place Partnership, we’re committed to helping you to secure your future financial goals, and we enjoy dealing with clients who work with us as active partners in the planning process.
We empower people to make confident decisions about their finances. We’re enthusiastic, energetic and passionate about our work, and our aim is to make the serious business of financial planning both engaging and interesting. We call it ‘de-mystifying financial complexities’, and our clients trust us to do just that.
Although Wealth Strategies is small enough to provide a highly personalised service to our clients, we are part of St. James's Place Wealth Management, which allows us to offer our clients the resources and expertise of a large organisation in areas including technical research, compliance with rules and regulations, professional indemnity insurance and leading technology services.
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
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Dear Mark, Can I say how pleased I am with the performance of the VCTs you advised us to invest 6 years ago. At the beginning you explained that this investment was slightly riskier than the rest of my portfolio but the payback over the long term could be significant. Well after 6 years the investme...
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.