With the hectic lifestyles that most of us lead nowadays, we find that very few people have the time to manage their financial affairs as effectively as they would ideally like. What’s more, the financial world we live in is highly complex and fast-changing.
At some stage during our lives most of us will need to seek financial advice. As a Senior Partner Practice of the prestigious St. James's Place Wealth Management with over twenty five years advisory experience, we offer a dedicated, personal wealth management service to our clients by taking the time to really get to know their situation, aims and priorities before offering advice.
We work closely with a wide range of clients, predominantly self-employed Partners and City Professionals and, very importantly, referrals from our existing clients. We are committed to building and sustaining long-term relationships based on trust, superior service and the quality of our advice.
Our objective is to assist our clients in making informed and intelligent financial decisions via a face-to-face holistic advice and service-led proposition, and to help them stay on track through a regular review service.
Whether you have already accumulated your wealth and are now focusing on capital preservation or you are rapidly progressing in your career and simply need qualified and experienced advice in making the most of your finances, we can work closely with you to help you to achieve your specific investment goals.
In addition to the experience and expertise provided by members of the St. James's Place Partnership, products and services from other providers have been carefully selected to complement and enhance the range of St. James's Place Wealth Management Group products on offer.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.