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.

Wells & Company is a trading name of Wells & Co Financial Planning LLP. Wells & Co Financial Planning LLP is a Limited Liability Partnership registered in England and Wales, Number OC412531. Registered Office: Southgate Chambers, 37-39 Southgate Street, Winchester, Hampshire, SO23 9EH.