About us

If there are changes in your circumstances, such as starting a family, changing jobs, starting your own business or receiving an inheritance, a review of your financial goals is crucial. 

As a Senior Partner Practice of St. James's Place, our focus is on you and on achieving or maintaining financial security for you and your loved ones.

In addition to the experience and expertise provided by members of the St. James's Place Partnership, products and services from other providers have been carefully selected to complement and enhance the range of St. James's Place Group products on offer. I believe that providers represent a ‘best of breed’, in their respective categories and are capable of delivering the high standards you would expect.