Our aim is to build long-term relationships with our clients so they know we provide the highest standards of advice and service.
Our goal is for clients to feel they can trust us for all future financial planning needs.
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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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.
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.