We offer advice on a wide range of wealth management products and services offered by companies in the St. James's Place Wealth Management Group. We pride ourselves on promptness and efficiency when responding to requests for assistance from our many existing clients and from prospective clients.

Our overriding aim is to make recommendations that are appropriate and affordable. Financial Planning has many aspects and it is vital to delivering good advice that we thoroughly acquaint ourselves with all of the relevant facts about our clients, their needs and their aspirations.

We aim to keep our clients aware of the most up to date information within the markets. Some examples of how we do this are by publishing a Monday Market Bulletin, Inheritance Tax Bulletin, the Investor magazine and St. James's Place TV, which can be viewed to the left of this page.

With the assistance of colleagues within the St. James's Place Partnership, we are able to deliver first-class financial advice relevant to the needs of our valued clients.

Alan and Jamie Greaves
Members of St. James's Place Wealth Management