The evolution of markets, legislation, tax, and the constant development of new financial products means an ever changing array of investment choices available. Your requirement may be for income now or in the future, or it might be for immediate or longer term tax planning, or you may simply have become disillusioned with your existing arrangements. As your wealth manager We can help you to assemble an appropriate asset allocation through analysis of the market and all of the asset classes available. At the same time as ensuring that you make use of all appropriate tax shelters. As Our client you will also benefit from the vast amount of due diligence carried out by St. James's Place Wealth Management.
It is our mission to become our client’s trusted adviser – please click here to see a selection of client testimonials.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
The levels and bases of taxation and reliefs from taxation can change at any time and are dependent on individual circumstances.
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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Very professional, but a very pleasant personality. Always a pleasure to deal with.
The Partner 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.