We are a Senior Partner Practice of St. James's Place, a FTSE 100 Wealth Management firm.

We are specialists in holistic and integrated wealth management, with a strong focus on inter-generational planning.

We combine the institutional strength of the St. James's Place Group with the personal service of an owner-led boutique firm, focussed on delivering exceptional client outcomes.

We endeavour to be a source of trusted advice for each generation of our clients’ families, to meet their financial requirements as they evolve over the years. We offer practical solutions and broad-based advice to business owners, private clients, families, and SMEs, helping them find practical solutions to the financial issues that concern them most.

Our advice covers all areas of wealth management, including retirement planning, investment planning, business and estate planning.

Our emphasis and priority is always on building and maintaining long-term, trust-based relationships with our clients and their families.