Our philosophy is to deliver comprehensive holistic advice to our clients, looking at financial planning as a whole rather than just giving advice in one area. 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 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.
Services
Based in Nantwich, in Cheshire, our aim is to deliver comprehensive, bespoke financial advice to our clients, whether that be planning for retirement, making their wealth last in retirement, passing on wealth tax efficiently to the next generation, building and protecting wealth through savings and investments or protecting loved ones.
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