Welcome to Doree Wealth Management, a Practice that specialises in providing professional financial advice and wealth management services to individuals, trustees, owner/managers and small to medium sized companies. We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth. We 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 'St.
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.
Services
Put simply our role is to help people achieve their financial goals, whatever those goals might be, from relatively simple things like helping find a mortgage suited to an individual's needs through to the more complex issues of planning for Inheritance Tax or developing a strategy for a secure retirement.
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