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

Planning for the tax year-end

Whether it’s planning your investments or your legacy, now is the time to act before the tax year-end deadline on 5 April.

Business Owners

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

Private Clients

Addressing the financial needs of private clients is the bedrock to our business.

Professional Connections

Our business development team works closely with a number of carefully selected professional connections.