Who we are
We are an experienced Wealth Management business specialising in providing a highly personal, proactive, financial planning service.
We are passionate about what we do and believe the best financial outcomes are achieved by forging long standing, trusted relationships with our clients, rather than offering a product based, transactional service.
The success of the business is down to fantastic client service and the strength of our client relationships. We grow the business mainly from existing client referrals.
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.
