We specialise in providing high quality advice on many aspects of wealth management, working with you to help you achieve your financial goals. 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.
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So what's the benefit to you to do Financial Planning? From the experience of NOW Clients, they now feel in control, they now know what they want, they know how they're doing and importantly there is a Plan written down on how together we're going to work towards their goals. Would I like someone to guide me on the biggest financial decisions I will have to take in my life?.
St. James's Place is one of the UK's leading wealth management organisations, managing client funds of over 151.25bn. The company was founded in 1991 by Sir Mark Weinberg, Lord Rothschild and the late Mike Wilson CBE, and today through its Partnership provides reliable and expert advice in all aspects of wealth management.
We specialise in providing high-quality personal advice on many aspects of wealth management and advise clients of different backgrounds and ages. Additionally, we assist businesses in the increasingly complex area of corporate financial planning, providing guidance on pensions, protection for directors, key employees or shareholders, tax planning and aspects of exit planning.
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