We offer valued and trusted face-to-face financial planning advice to individuals, families and businesses.
Our aim is to work with our clients to help them identify, plan and set goals to achieve peace of mind, security and Financial Wellbeing, whilst sustaining their desired lifestyle, free from financial worry.
We are not about numbers and transactions – we are focussed on building a relationship with you no matter where you are on your financial journey.
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
SJP Approved 24/02/2025
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.