Who We Are
We are a friendly, close-knit team united by our common purpose of providing the best client experience possible. We pride ourselves on going above and beyond to exceed client expectations, in an industry that has historically fallen short.
With a wealth of expertise derived from both the financial sector and past careers, we utilise our unique experience to provide excellent customer service and deliver pro-active, initial and on-going advice that helps our clients to meet their financial objectives.
Listening to you, and understanding you and your family’s requirements, is our priority. It is our aim to build and maintain long-term relationships, applying our knowledge to meet your needs and goals. We can assist with a range of personal and corporate solutions ensuring you and your family's financial security.
Your peace of mind is our peace of mind.
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.
