Circle Wealth Partners specialises in strategic financial planning for private clients, trustees and corporate businesses whose circumstances tend to be more complicated than most. Whatever your stage of life, we can guide you through the opportunities and challenges you are likely to face.
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
At Circle Wealth Partners our number one priority is to ensure clients are in the best possible financial position for their long-term future. We help our clients to pursue their wealth management goals through face to face financial planning advice, astute investment management and by utilising our access to the Partnership of St. James's Place Wealth Management, as a Senior Partner Practice.
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