We offer a personal service based on integrity and technical excellence with the aim of giving our clients peace of mind through advice they can trust. 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
We believe in offering our clients an exceptional service and consequently many of our new clients have come from personal recommendations. We offer advice on a wide range of financial planning needs including Mortgages and protecting the people and things that are most important to you. We specialise in retirement planning, investment planning and asset preservation: passing on estates to benefit future generations.
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