We help you achieve your goals through bespoke, informal financial planning – we provide professional advice on a personal level. Whether or not you see yourself as wealthy, you have a right to financial wellbeing and a right to realise your dreams. As an individual or small business owner, the foundations of your financial wellbeing can be built in conversations with us – we ask the right questions, then design and action a robust, personalised financial plan to help bring your ambitions to life.
From future-proofing your business, to retirement planning, inheritance tax planning or investment planning for your family’s future, we have the expertise to make it happen.
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
SJP Approved 21/02/2024
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. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.