My core values focus upon offering an expert service of distinct quality, integrity and excellence which in turn gives financial peace of mind to all clients.
I offer the benefit of a single relationship to meet all of your financial needs, whether you are a working professional/retired person looking to grow, manage, protect or preserve your wealth, or a business owner/director looking to ensure you have the right plans in place for your company.
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
We do not provide 'off the shelf' solutions. We put our clients at the heart of everything we do.
We specialise in providing high quality advice on many aspects of wealth management, working with you to help you achieve your financial goals.
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We would like to thank James for his professional advice. He explained things with clarity. In particular he made sure that we were completely at ease when we were entering into new areas which we had previously been concerned about. He was keen to make sure that we didn't do anything we were not...
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.