Our philosophy focuses upon maintaining a long-term, trusted relationship with clients, showing distinct quality, integrity and excellence. I provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth. I specialise in providing high quality advice on many aspects of wealth management, working with you to help you achieve your financial goals.
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 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.
Reviews (6)
Paul King
Dec 25, 2021
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Norman Lock
Dec 17, 2021
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I have been a client of St James's Place for many years and have significantly profited by their expertise. My own personal financial adviser, Mark Barclay, has been particularly helpful and supportive and always at hand to deal with any questions or issues that I may have. I can recommend him and St James's Place with no reservations whatsoever. Five star service!
Malcolm Moodie
Oct 17, 2020
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Positive: Professionalism, Quality, Responsiveness, Value
Mark Barclay has handled my affairs for many years and I have always found him helpful with good timely advice which has been extremely valuable and deals with any worries one might have about financial planning. In addition, his staff are all friendly and responsive.
Mark Barclay has handled my affairs for many years and I have always found him helpful with good timely advice which has been extremely valuable and deals with any worries one might have about financial planning. In addition, his staff are all friendly and responsive.
Firat Camoglu
Sep 20, 2020
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I HAVE MET MARC BARCLAY IN 2018, I JUST WALKED IN TO MB WEALTH MANAGEMENT.. MARC GREET ME INSTANTLY, HE WAS EXTREMELY NICE, FRIENDLY AND PROFESSIONAL... SINCE THEN I HAD GREAT ADVICE FROM HIM, HE HELPED ME A LOT TO RECONFIGURE MY PORTFOLIO...
I STRONGLY SUGGEST MB WEALTH MANAGEMENT FOR ANYBODY... YOU CAN THINK YOU ARE EXPERIENCED ON THE MATTER, BUT MB WILL STILL BE VERY HELPFUL WITH A DIFFERENT POINT OF VIEW AND ALSO ON YOUR TAX ISSUES...
THANK YOU MARC...
I STRONGLY SUGGEST MB WEALTH MANAGEMENT FOR ANYBODY... YOU CAN THINK YOU ARE EXPERIENCED ON THE MATTER, BUT MB WILL STILL BE VERY HELPFUL WITH A DIFFERENT POINT OF VIEW AND ALSO ON YOUR TAX ISSUES...
THANK YOU MARC...
David Lewis
Sep 28, 2018
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Caroline Lewis
Jul 24, 2018
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