About Us

Busy people simply don’t have time to research, evaluate and select the financial solutions that, in the long run, could make an enormous difference to their wealth.

We are passionate about the importance of actively planning in order to:

  • Protect against risk.
  • Allocate assets to pursue the best return for the risk taken.
  • Take advantage of tax incentives offered by HMRC.

We have years of experience in financial services in various countries, and we have an excellent understanding of the issues which concern senior professionals and businesses.

We provide holistic financial planning services through St. James's Place Wealth Management to:

  • Senior professionals.
  • Small and large businesses, for the benefit of their employees.
  • Business owners.

Our aim is to deliver a highly professional service by working with our clients to create long-term plans which are tailored to their financial goals, taking into account their existing exposure to and appetite for risk.

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 levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.

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The Partner 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.