In 2017 we celebrated 40 years as a family Practice and 25 years as a founding Practice of St. James’s Place Wealth Management.
A young Mike Duley set up his own financial advice Practice so that he could look after his growing number of clients in a way that reflected his wish to have a respected and long term relationship. In 1991 Mike became a founding Partner of J Rothschild Assurance, now St. James’s Place Wealth Management.
In 2007 Andrew Duley joined the Practice to advise and took over the Partner role on Mikes' retirement in 2011. We continue to run a firm that cherishes our relationship with our clients, now with the assistance of; Graham, Katy, Claire and Andy, we aim to fulfill Mikes' original wishes and reaffirm these during 2017 and beyond – that of a first-class advice Practice that build ever stronger personal and professional relationships for the long term.
“I do not believe that a “one size fits all” approach is appropriate when making financial decisions about an individual’s future, and for this reason I will spend much of my time getting to know you and understanding your current and potential future situation and wishes for the future. This will allow me to provide tailored advice and an ongoing review service package which is unique to your needs.”
“I am committed to building a long-term relationship with you, our annual review and ongoing conversations will focus on you and your family needs, taking account of any changes in your personal circumstances, and potential external influences such as changes in taxation or legislation that may impact on your individual situation.”
I offer face to face advice, which can take place in the comfort of your own home or business at a time that is convenient to you. This type of service is becoming increasingly rare in today’s busy and online world, within our practice we do really want to meet you and get to know you.”
Andrew Duley DipFs
Partner – The Duley Practice.
The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.