We provide wealth management and financial planning advice to individuals and businesses in the UK. Our advice is tailored to meet your personal and/or business objectives. We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth. 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.
Services
Claremont Financial Planning Ltd was set up in 1994 by John Kiely and, due to its success, was invited to join St. James's Place in 2006. Our core values focus upon offering an expert service of distinct quality, integrity and excellence which in turn helps provide financial peace of mind to discerning individuals and business clients.
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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