Our Partners and Senior staff have been working in financial services for over 30 years, so we are proud to offer a high level of service and overall financial planning experience to our clients and their families.
We tend to specialise in Retirement forecast planning by offering clients our 360 degree Cashflow Review service, to enable them to plan their best retirement.
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 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.