With over 30 years of experience, we aim to provide bespoke collaborative wealth management advice to clients and their families. Continuity of advice and a deep understanding of clients are central to our approach.
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
We specialise in meeting the financial needs of people who have created significant wealth and whose circumstances are more complex than most.
These clients are known Private Clients.
SJP Approved 04/12/2023
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.