Planning for a secure future, be it for yourself, your family or your business, is one of the most important steps you will ever take. Changes in your circumstances or the effects of inflation will require you to regularly review and act upon your financial situation.
As a Senior Partner Practice of St. James's Place Wealth Management, we can provide you with a personal wealth management service designed to meet your short and long-term needs.
We can help you reach your financial goals by offering you the appropriate advice and guidance now, and by ensuring that any plans put in place remain effective in the future no matter how your circumstances change.
Whatever your situation, we will work closely with you to create a financial strategy personalised to the specific needs relevant to you as an individual, your family or your business.
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
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Ian is an honest and trustworthy professional with great knowledge of the products and services available from St. James's Place. His personal approach and ability to understand and meet your needs, makes doing business with him very easy.
In my experience, Ian is supported superbly by the su...
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.