Our clients are based throughout the UK and we serve over 3000 private and corporate clients with funds in excess of 150 million pounds under management.

Our team of highly experienced and qualified advisers specialise in different disciplines and are supported by qualified support staff using award wining systems and processes. Our focus is to make it simple for our clients to manage their wealth more effectively.

We have significant depth and breadth of expertise across all wealth management disciplines. Our insights, gleaned from more than 25 years of trading, coupled with the expertise and governance provided by the St. James's Place wealth Management Group enable us to help successful entrepreneurs, families, trusts and foundations grow, preserve, manage and transfer their wealth.

Wealth management gives the security and help to protect what you and your family have worked for. The advice that we provide is much more than just a specific financial step that needs to be taken – it’s about how you approach and structure the options available to you.

I hope you find our website informative, please feel free to browse and if you have any queries please contact us.

Simon Michael
Managing Director

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