We are committed to building and sustaining long-term client relationships based on trust, superior service and the quality of my initial and ongoing advice.
Our philosophy is simple: to ensure financial peace of mind for you and your family across the generations.
We will provide a highly personalised service, with the aim of 'earning the right' to be considered as your trusted financial adviser for many years to come. We will help you make informed financial decisions to help you achieve your goals through personal, face-to-face financial advice.
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.
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Mandy provides valued advice in a clear, logical manner. She has guided me through the financial decisions following bereavement, making this area at least much simpler for me to navigate. I always feel that her advice is geared towards me personally and that nothing is too much for her when she is ...
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.