As a Partner Practice of St. James’s Place Wealth Management, our aim is to become your trusted partner in managing your wealth, by specialising in providing award winning wealth management.
We believe that by working closely with you and building a long term relationship based on trust and an understanding of your personal finances this will enable us to provide timely and appropriate advice. Our core value being to ensure that we maintain our long term relationship through honesty, simplicity and continual drive for wealth creation, preservation and protection.
We can provide you with individually tailored advice in the following areas of financial planning:-
- Building and Preserving Capital: Investments, Pensions, Portfolio Management, Trust* & Estate Planning.
- Financial Protection Against Risk: Health Insurance, Life Assurance.
- Managing Cash & Borrowings: Mortgages, Commercial Lending*.
*Trusts and commercial lending are not regulated by the Financial Conduct Authority.
It is of extreme importance for us to keep you aware of the most up to date information within all markets, by highlighting the key financial and economic issues on a regular basis. Please feel free to click on the link to the left of this page to view key financial issues and the latest views of our Fund Managers.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.