We offer a service based on the highest of professional standards and work closely with our clients to enable them to understand their unique situation. Client relationships are built on trust and integrity and require a service tailored to their individual needs and priorities.
It is essential to regularly review your finances, especially in case of changes to your circumstances such as starting a new job, having children, receiving an inheritance or planning for retirement. We aim to help you ensure you have the right plans in place for your financial goals.
As an Associate Partner Practice of St. James's Place Wealth Management, we are supported by over one hundred in-house experts who cover areas such as investment monitoring, tax, trusts*, specialist investment vehicles, estate planning and pensions.
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.
*Trusts are not regulated by the Financial Conduct Authority