CPA Financial Management
About CPA Financial Management
![]() |
face-to-face financial advice. Latterly this was in the specialist field of advising Clergy, charities and the medical profession. Over the last five years CPA has gradually expanded its client base which now includes entrepreneurs and business owners, many of whom
wish to protect their personal and family wealth and
have built up a long standing valuable relationship and frequently recommend friends, family and associates to the practice.
Some examples of the specialist advice and services we offer include:
* Trusts are not regulated by the Financial Services Authority.
In addition to providing wealth management advice backed by the award winning St. James’s Place Wealth Management Group, CPA also offers a number of separate and distinct services, available through its sister company, CPA Limited. These include:
*Will writing is a separate and distinct service from those offered as a Representative of St. James's Place. Wills are not regulated by the Financial Services Authority.
more
| |
| | |
more
| |
| | |
more
| |
| | |
more
| |
| | |



