We pride ourselves in building long term relationships with our clients, some have been with us since we started the practice over 25 years ago.
Financial planning is not usually at the forefront of people’s minds but it’s vital to their wellbeing, we help clients in their financial journey from buying their first home, ensuring they have income in retirement, to passing their estate to their loved ones in the most tax efficient manner.
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
SJP Approved 30/11/2023
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.