Partner Practice of
St. James's Place Wealth Management
 

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

You and your family

In conjunction with your business financial planning, we will be addressing the main drivers for creating financial independence. Reassuring you that, when changes impact your business, your personal affairs are seamlessly adjusted to capture the benefits or mitigate the risk.

You and your business

We understand the pressures you are under to drive your business to the next level and how difficult it is to find the time to get everything working optimally.

Contractors

Pre-2020, it was common for contractors to earn a good income but be time-poor. Then came new IR35 rules and Coronavirus. Contractors are under more pressure than ever before.

Working with other specialists

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