About us
Our service is grounded in building long term relationships based on trust and an in-depth understanding of our clients’ needs and aspirations.
With this information we provide our clients with honest, well informed and robust financial planning advice both now and as their situations alter.
We agree with each client a review schedule which forms the essential part of maintaining the suitability of our advice and building a long term trusted relationship.
With the benefits of guaranteed advice and the best of breed approach available to us as part of St. James's Place we are able to offer a complete service to our clients in all aspects of financial planning.
In addition to the experience and expertise provided by St. James's Place, products and services from other providers have been carefully selected to complement and enhance the range of St. James's Place products that we will be able to offer to you. We believe the providers represent the 'best of breed' in their respective categories and are capable of delivering the high standards you would expect.More about us
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
