Specialising in providing bespoke face-to-face wealth management advice to individuals, businesses, & trustees our professional and approachable team will offer a tailored service to help you achieve your financial goals.
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
Yiota became our financial adviser, coincidentally, during quite a stressful time in our lives. I cannot thank her enough for her professionalism, support and advice in handling the investments of my late father's estate. She has a fresh, friendly, frank and honest style to her financial assistan...
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.