Who we are

We want to be there for you as part of your important support network. Someone who is working alongside you to give you the confidence to make sense of your financial life and helping you to make the right decisions. Someone who can help you feel in control and become financially secure.  No matter what life stage you are in, high-quality face-to-face financial advice that is personalised and designed specifically for your lifestyle goals is important for everyone. Our advice covers the whole range of wealth management needs and objectives – from pensions and protection to complex issues such as inheritance tax, retirement planning, responsible investment and investing for income or growth.

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.


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.