We offer expert face-to-face financial advice on tax efficient investment planning, pension, planning and inheritance planning, long term care planning and mortgages.
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
We specialise in providing high quality advice on many aspects of wealth management, working with you to help you achieve your financial goals.
Tim made it easy to understand the new pension rules so I could proceed with confidence. At the same time, his advice allowed me to take advantage of tax incentives leading up to retirement.
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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.