Are you worried about your retirement? Concerned about your financial legacy?
Our financial advice begins with you - your wants, your needs and helping to deliver your financial security.
We deliver a tailored, local and above all friendly approach to financial advice and wealth management; and together, we will determine what you what to achieve and by when. We will formulate a plan to help make it happen and most importantly constantly review that plan to monitor if we are on track to deliver it.
Just ask us how we can make a difference.
Gemma comes highly recommended by me! We work together as a team, she advises me on the most efficient ways to maximise my investments and manage risk profiles, this includes investments, tax issues, inheritance planning and day to day financial management. She organises seminars about current ...
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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.