With financial adviser numbers reduced and computer based services on the rise, it could be difficult to establish a long term relationship with an adviser you can trust.
This is where we make a difference.
We are passionate about providing our clients with trusted face to face financial advice.
Through St. James's Place Wealth Management, we are able to provide our clients with a dynamic and distinctive investment management approach.
St. James's Place are trusted by around half a million clients to manage over £100 billion of hard earned wealth. A responsibility, St. James's Place take incredibly seriously.
The challenge is taken on by their investment committee, external consultants and specialists whom work tirelessly to create a forward looking, flexible investment proposition that puts the right drivers behind the wheel of our clients wealth.
Working alongside this proposition enables James the time to build long term trusted relationships with clients providing genuinely tailor made solutions, which are flexible enough to adapt to changing needs and goals over time.
We specialise in providing advice in the following areas:
- Retirement Planning, maximising your pension fund, planning your retirement, nearing retirement
- Investing for income
- Investment planning
- Intergenerational wealth management
- Personal Protection including Life/Critical Illness/Income Protection and Private Medical Insurance
We look forward to welcoming you, as one of our clients.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.