We provide advice across a range of products covering investments, retirement, estate planning, long term care planning, mortgages and corporate services. We specialise in helping families, professionals, retirees and investors.
As a Senior Partner Practice of St James’s Place, we combine our own experience and knowledge of our clients with the wide range of market leading products and services of one of the UK’s leading wealth management organisations. It is a partnership that has allowed us to develop long term relationships with our customers built on trust, empathy and our duty of care and is backed up by the St James’s Place guarantee.
You can find full details of our ranges of products and services here.
We specialise in providing high quality personal advice on many aspects of wealth management, advising clients of widely differing financial resources and of all ages. Additionally, we assist businesses in the increasingly complex area of corporate financial planning, providing guidance on pensions, protection for directors, key employees or shareholders, tax planning and aspects of exit strategy planning.
For full details of the range of products and services that are available to you, view our 'Wheel of Services'.
The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and the value can therefore go down as well as up. You may get back less than the amount invested.