A Wealth Management Partnership you can trust

Mission Statement, Objective and Philosophy:

To offer expert advice of distinct quality, integrity and excellence, which in turn gives financial peace of mind to discerning individuals and business clients.

We offer the following bespoke services:

• Wealth Management
• Investment planning
• Retirement Planning
• Tax and Trust* Planning
• Corporate Guidance

Our standards are:

• A minimum of two meetings per year (one appointed at your request)
• Two Investment Portfolio updates per year
• Regular communications and market updates
• Fund Manager reports – brochures, audio and SJP TV
• Fund Manager conference facility
• Access to all St. James's Place on-line facilities
• Range of St. James's Place communications and guides

Additional services offered:

At your request we can put you in touch with:

• † Corporate Finance
• † General and Risk Insurance
• † Wills*
• † Lasting Power of Attorney*
• † Share Portfolio Management
• Trusts*

As you can see, we offer a pro-active bespoke approach to Wealth Management on a face to face basis.

* These are not regulated by the Financial Conduct Authority

† This will involve a service that is separate and distinct to those offered by St. James's Place.