
Our Company has been structured to ensure that it delivers a full Financial Planning Service to a select group of clients. These clients include private Individuals and small to medium sized business owners, who need our involvement on a more regular basis.
We ensure that our Services provide our Clients with a clear picture of their present situation, along with a focus on the actions required to reach or maintain their desired goals in the future. We also firmly believe that working with our Clients’ Accountants and Solicitors has proved essential in allowing us to deliver a more rounded and fully comprehensive service.
We have over fifty years experience offering financial solutions to our clients in the following specialist areas:-
- Building and Preserving your Capital
- Personal Protection against sickness and/or death
- Retirement Planning
- Will writing* and estate planning
- Business Strategy
*Will Writing is a separate and distinct service from those offered by St. James's Place. Wills are not regulated by the Financial Services Authority.





