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 a Partner Practice of St. James's Place, 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.