I provide a bespoke service, tailored to my clients' own financial needs and future aspirations. My speciality is dealing within Investment Planning, Inheritance Tax Planning and the Retirement Market for Personal Individuals and Businesses.
Justin Stevens, Director
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
SJP Approved 21/06/2023
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.