Who we are
As a financial planner, we believe in integrity, honesty and a truly personalised financial journey. We do not provide off the shelf/web solutions, and pride ourselves on offering our clients a dedicated and personal service, whereby we understand their individual needs, circumstances, goals, and objectives.
We will work alongside you over the long term to ensure that your financial plan, reflects your own evolving circumstances and goals, but to ensure that it reflects the ever-changing financial landscape too. Whether your priority is to:
Build or preserve your wealth
Manage cash and borrowings
Financial protection planning against risk
We will be right their beside you to help you towards achieving your goals in a tax efficient manner and giving you one less thing to worry about.
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.
