Welcome to Adamson Ross Wealth Management

We have over 30 years' experience of providing high-quality financial planning and wealth management services.

Promotions

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Wealth Account Survey 2019

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:

  • 97% of respondants (representing 36/37 clients) would recommend Adamson Ross Wealth Management
  • 97% of respondants (representing 36/37 clients) think that the level of contact they receive is appropriate to their needs
  • 97% of respondants (representing 36/37 clients) trust St. James's Place
  • 94% of respondants (representing 35/37 clients) are satisfied with their overall relationship with St. James's Place
  • 94% of respondants (representing 35/37 clients) feel valued as a client.

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.

Insights and E-Briefing Service

Visit Insights to read articles and news to help you make informed decisions about your wealth or sign up to the E-Briefing Service; a personalised email communication service that keeps you informed on the issues that might impact your wealth.

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.