Welcome to Planned Wealth

We combine the institutional strength of St. James's Place with the personal service of a boutique led Practice. We strive to deliver exceptional client outcomes by listening to you, understanding your needs, and what matters to you and your families the most.


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SJP Approved 12/12/2023

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.

Planned Wealth is a trading name of Planned Wealth Ltd. Planned Wealth Ltd is registered in England and Wales, Number 14497494. Registered Office: 27a Green Lane, Northwood, Middlesex, HA6 2PX.