We provide access to commercial funding, risk mitigation, tax planning and wealth management advice to personal and commercial clients throughout the UK.
Our core values focus upon offering an expert service of distinct quality, integrity and bespoke to our clients personal and commercial needs. We pride ourselves on problem solving with efficient and innovative solutions.
We offer the benefit of a single relationship to meet all of your financial needs, whether you are a working professional looking to grow, manage, protect or preserve your wealth or a business owner/director looking to ensure you have the right plans in place for your company.
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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Adam provides financial advice and clear strategic direction for our business that you would not experience from an employee of a retail bank. When times were particularly hard and the options were limited, Adam came to the rescue with a creative solution to a common problem for most new businesses ...
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.