Creating the right financial strategy to manage their wealth is what our clients say brings them peace of mind. They value our professional, honest, jargon free approach to financial planning. More than ever, changing fiscal policy, legal and taxation matters means that a trusted firm that ensures clients are maximising all possible strategies to maintain or improve their financial circumstances is worth an investment of time over the years.
All initial consultations are entirely without obligation and can be undertaken at our lovely offices overlooking Exmouth Marina, or we can meet at a mutually convenient venue if preferred. We look forward to meeting you!
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.
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.