My philosophy focuses on maintaining a long-term trusted relationship with our clients, showing distinct quality, integrity and excellence, which in turn gives you peace of mind. We offer clients a bespoke and high level personal service that is rarely seen in today’s financial market place. We take time to really get to know our clients before offering advice. This explains why many of our clients come from personal recommendations.
With the 'Guaranteed' advice and our 'Best of Breed' approach at St. James's Place Wealth Management, we are able to offer a complete service to clients in all aspects of financial planning.
We have over 50 years experience in this field, specialising in the “Wheel of Services” that St. James's Place Wealth Management offer, namely:-
*Please note that this involves the referral to a service that is separate and distinct service to those offered by St. James's Place and that Wills are not regulated by the Financial Conduct Authority.
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
We do not provide 'off the shelf' solutions. We put our clients at the heart of everything we do.
We specialise in providing high quality advice on many aspects of wealth management, working with you to help you achieve your financial goals.
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.