Mardon's have been providing expert advice to both private and corporate clients for over 25 years. We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth. It is with great delight that we can introduce you to a new St. James's Place initiative specifically for the SME market - the St. James's Place Entrepreneur Club.Whatever your circumstances, knowing how to make the best financial plans for your future is hugely important. 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
We offer a personalised client facing service backed by the strength, infrastructure and highly diverse expertise of the prestigious St. James's Place to deliver a true wealth management proposition. Wealth Management incorporates financial planning, investment portfolio management and a number of other aggregated financial services including estate planning, and access to tax expertise and legal resource*, the aim - is to sustain and grow your long term wealth.We understand that in order for you to achieve your goals it is important to put in place a disciplined and ongoing planning process.
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.
Putting our clients firmly at the heart of everything we do enables us to run a genuinely client-focused business. Whatever your circumstances, knowing how to make the best financial plans for your future is hugely important. We excel in catering to the financial requirements of those who have created more capital or who earn higher incomes.
Reviews
Be the first to review Mardon Financial Advisors.
Write a Review
