Our mission is to achieve excellent results for our clients by exploring their financial situation, before agreeing a plan to meet their needs in an efficient manner. We aim to help educate clients and communities through keeping in touch regularly, whilst maintaining the highest ethical standards in everything we do.
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
Excellent service yet again. Informative and reliable and always a phone call away for advice. Highly recommended personal and business planning for aspects of our financial and insurance needs!
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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.