Adeptio Wealth Management

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

Dentists

We understand the complexities of your chosen profession, whether you are working for the NHS or own a private practice.

Medical

We have considerable expertise in advising GPs, Consultants and Dentists.

Private Clients

We specialise in meeting the financial needs of people who have created significant capital, or who earn higher incomes.

Business Owners

We specialise in providing advice to business owners so they can create financial independence for themselves and their families

Company Directors

We advise Directors and Senior Management who often have little time to manage their own affairs.

City Professionals

We offer expert advice to City professionals, investment bankers and hedge fund managers.

Retired

Making financial plans for your future or preparing the ground for the next generation is hugely important.

Contractors

As a Contractor, it is important you maintain financial stability and ensure that your hard earned money is working for you.

Sports

We have widespread experience of helping professional sportspeople to get the most from their financial opportunities.

Working with other specialists

We have access to specialist, technical advice if required and often work alongside your own accountants and solicitors.