As a Partner Practice of St. James's Place Wealth Management, we can provide you with a personal wealth management service designed to meet your needs.
Generational planning and asset preservation form a large part of what we do for our clients, a service we know is truly valued. Minimising the effects of taxation and maximising our clients’ options and choices for the future are our primary goals.
The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
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Richard has taken the time to understand my financial needs. He always explains his recommendations to myself and my wife and has never sought to impose his views on us. He has been available by phone, email or personally whenever we have needed advice and meets with us regularly at our home. He ...
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.