Specialist Advice | Avocet Wealth Partnership

Specialist advice

Putting our clients firmly at the heart of everything we do enables us to run a genuinely client-focused business. We specialise in the following areas of advice:

As a busy Senior Corporate Executive, we will help you find the time to manage your personal finances.

Whatever your circumstances, knowing how to make the best financial plans for your future is hugely important.

We excel in catering to the financial requirements of those who have created more capital or who earn higher incomes.

We can help business owners, of any kind, to achieve their business, financial and lifestyle objectives.

We look after charitable funds for a wide range of organisations, and we recognise that every charity is different.

It is with great delight that we can introduce you to a new St. James's Place initiative specifically for the SME market - the St. James's Place Entrepreneur Club.

We can provide specialist financial advice and tailored planning to NHS professionals, GPs and dentists.

We will help you find financial clarity to fulfil your ambitions for now and into retirement.

Whether you’re a school teacher, a university lecturer or involved in any other aspect of education, we can help.

We can offer expert advice to City professionals across a range of financial planning matters.

As a contractor, you need to provide your own financial benefits package for retirement, savings and protection against risk.

We specialise in meeting the financial needs of people who have created significant capital, or who earn higher incomes.

Ian Crook

Avocet Wealth Partnership

Quick links

Get in touch

Get in touch

Connect

Copyright St. James's Place © 2021