Award-winning wealth management that is simply par for the course...
We focus solely on providing face-to-face advice and offer a dedicated, personal wealth management service to build long-term, trusted relationships. Together, we would look to create a working plan, providing you with a clear direction towards meeting your financial goals. This includes clarifying your objectives and researching all of the options available to you.
As a Partner of St. James’s Place Wealth Management, a FTSE 100 company with over £79 billion client funds under management, we have access to a wide range of products and services that can be tailored specifically to your needs making it easier and simpler for you to manage your wealth.
We have the experience to help you successfully secure and enhance your financial future by offering specialist advice in a wide range of areas including:
Investments | Retirement planning | Estate planning | Education fees planning | Family protection
An investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise.You may get back less than the amount invested.
For further information, or to request your complimentary copy of The Investor magazine, please contact: