Senior Partner Practice of
St. James's Place Wealth Management
 

Planning for the tax year-end

There is no shortcut to financial security for you and your family. And the route isn’t always easy. Uncertainty in the markets, about the economy, and government tax policy, can all present obstacles that slow your progress.

Investment Planning

The right investments can offer real opportunities to potentially grow your wealth and help to protect it against inflation.

Long Term Care

One in three people are likely to require care later in life. Advice may be required to ensure you can pay for the cost of care.

Mortgages

At PW & Partners we aren’t just financial specialists, we are expert mortgage and protection advisers too.

Retirement Planning

Regardless of the life stage you have arrived at, it's important to receive the right advice on your pension planning requirements.

Banking & Mortgages

We understand that people may have little time to manage their finances as effectively as they would like.

Other Services

We have a strong network of professional connections, should you require advice in more specialist areas of wealth management.