About us

Our aim is to help identify your financial priorities and objectives, and then develop a strategy to achieve these goals within your desired timescales.

Once this plan is in place, we are committed to giving a bespoke personal service tailored to your specific needs, with a focus on building a long-term relationship. The level of satisfaction may be judged by the fact that most new clients come from a personal recommendation from existing clients.

Our website outlines our wealth management services and expertise which we hope you will find informative.

We very much look forward to building a professional and valuable relationship with you in the future.

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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.