Who we are
We do not provide 'off the shelf' solutions. We put our clients at the heart of everything we do.
Our emphasis is on building and maintaining long-term relationships in order to provide a trusted source of advice over the years, as your financial needs evolve. We always put the interests of our clients first; our future success depends on how well we advise you and help you plan for the future. The level of satisfaction may be judged by the fact that all new clients come to us as a result of personal recommendation.
Our advice covers all areas of Wealth Management including Retirement Planning, Financial Protection against Risk, Investment Planning and Inheritance Tax Planning.
We all have our own financial aspirations but how we go about achieving them is absolutely key. We have access to sophisticated cash flow and financial planning software, to further assist our clients reach their future goals and what is required to help to achieve them.
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.
