About Us

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.


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Testimonials

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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.
E Williams, Lancashire
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

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.

Adamson Ross Wealth Management is a trading name of Adamson Ross Limited. Adamson Ross Limited is registered in England and Wales, Number 4779051. Registered Office: Unit 4, Hurricane Drive, Hurricane Business Park, Liverpool, L24 8RL.