Carter Legrand Wealth Strategies

Partner Practice of St. James's Place Wealth Management

Business Owners

We specialise in providing advice to business owners so they can create financial independence for themselves and their families

Company Directors

We advise Directors and Senior Management who often have little time to manage their own affairs.

City Professionals

We offer expert advice to City professionals, investment bankers and hedge fund managers.

Private Clients

We specialise in meeting the financial needs of people who have created significant capital, or who earn higher incomes.

Contractors

As a Contractor, it is important you maintain financial stability and ensure that your hard earned money is working for you.

Working with other specialists

We have access to specialist, technical advice if required and often work alongside your own accountants and solicitors.