Who we are
We aim to help you:
- Preserve and grow your wealth in a tax efficient way
- Plan for retirement
- Mitigate possible Inheritance Tax liability
- Adequately protect you and your family
- Obtain suitable mortgage advice
We provide a no obligation comprehensive financial review. With the quality and breadth of products and services available through St. James's Place, we really feel that we are ideally placed to help you take control of your finances and work together in partnership to ensure these plans evolve as your needs change.
For further details on how we are able to assist you in reviewing your financial planning, please contact us.
We look forward to welcoming you as one of our clients.
Your home may be repossessed if you do not keep up repayments on your mortgage.
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.
