As an exclusive client our mission is to build a life long trusted relationship with you.
Its simple, together we discover your goals and then help you make them a reality with our tried and tested financial planning strategies that focus on you.
DREAMS - we will help you make them happen with our proven process:
Discover - Your goals
Review - Your plans
Energise - Get excited
Audit - Let us analyse the detail
Measure - Your progress
Strategy - The plan
By creating a roadmap for wealth creation and wealth protection we aim to help our clients to follow their dreams.
Whether that’s through saving money, in turn allowing more time to be spent on leisure pursuits and family, protecting the ones you love, or maximising Pension and investment opportunities thereby helping you on the road towards financial freedom.
By working together we draw on our expert knowledge to create a financial plan tailored to your circumstances and aspirations.
The majority of our clients come from word of mouth referrals, highlighting our proud reputation in providing first class service and exceeding client expectations.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
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Kevin has always given sound and trustworthy advice and always been professional and supportive. I would not hesitate in recommending him to anyone.
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.