Scrivener Financial is a Senior Partner Practice of St. James's Place Wealth Management, based in Windsor, Berkshire. With clients across London & the Home Counties, we focus on creating lasting relationships and financial plans that give people the confidence to look ahead. 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 value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up.
We specialise in providing high quality advice on many aspects of wealth management, working with you to help you achieve your financial goals. The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up.
Services
It's important to understand what's happening in your life now as much as what you want to happen in your future. Do you have a young family or a child to 'flee the nest' for university?; Perhaps you are considering retirement and may be concerned how inheritance tax might affect your family?
Whether it's planning for schools fees, pension planning, inheritance tax planning, investment planning or moving house it can often feel like you're navigating a minefield.At Scrivener Financial, we work with clients to create financial plans that you understand and have confidence in. Grasping financial jargon is half the battle, so we like to talk in plain English and move at your pace.
Whether it's planning for schools fees, pension planning, inheritance tax planning, investment planning or moving house it can often feel like you're navigating a minefield.At Scrivener Financial, we work with clients to create financial plans that you understand and have confidence in. Grasping financial jargon is half the battle, so we like to talk in plain English and move at your pace.
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