We have over 30 years' experience of providing high-quality financial planning and wealth management services.
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
We specialise in providing high quality advice on many aspects of wealth management, working with you to help you achieve your financial goals.
A questionnaire was sent to all St. James's Place clients asking for feedback on a number of key areas including the relationship with their Partner and the St. James's Place proposition. 37 of our clients took part in the questionnaire and the feedback from our clients was:
Steve has given us sound trustworthy advice for over 15 years. He helped us plan our investments in retirement and we have been very happy with the income & investment return we have received. We would be happy to recommend Steve to anyone.
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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.