Securing your future, for yourself, your family or your business is one of the most important steps you will ever take. Careful planning alone is not enough. Unless the plans are acted upon and reviewed regularly, changes in your circumstances, or the effects of inflation, may erode their value.
Therefore, our experience, expertise and qualifications mean that we have extensive knowledge of a wide range of financial sectors, including Investment Planning, Retirement Planning, Inheritance Tax Planning, Life assurance and protection and Later Life Planning.
With nearly 30 years' combined experience, we break down the complexity of financial matters to provide clients with highly effective and clear solutions to their financial needs.
The past few years have been extremely difficult to navigate financially given very low interest rates, alarming economic news and a much longer period of volatility in the financial environment than anyone could have anticipated. Now more than ever, what our clients tell us they need is reliable, trustworthy advice, that’s easy to understand and is backed by a secure advice guarantee. For these reasons, we have chosen to be a Senior Partner Practice of St. James's Place Wealth Management, a FTSE 100 company and a highly eminent U.K. Wealth Management business.
Whatever your query may be, our team look forward to helping you.
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
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I first met Ian when my then teenage son inherited money from his grandmother and wanted the funds properly invest for his future. The advice given by Ian was easy to understand and made sense. Since then, both myself and my other son have become clients of Ian. The personal touch is welcomed and an...
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.