In our experience, whilst clients may share similar concerns, all need individual solutions. Many have received financial advice in the past from other advisers but have found it to be fragmented or complicated and that it does not fully address their specific needs.
We offer the benefit of a single relationship for all of your financial planning needs. We listen to you and encourage you to consider what your immediate and long term aims are. We do not provide off the shelf solutions but develop a bespoke plan to suit you.
As your personal circumstances and legislation change, we will work together to ensure your financial plan continues to meet your needs leaving you to relax in the knowledge you are in a safe pair of hands.
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
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Lynn gave me trustworthy advice at a critical time when I needed to make good decisions for my future. She is available when I need her, always responsive and considered giving first-class service with warmth and professionalism. I would recommend her without hesitation and I look forward to working...
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.