It's not common place to prioritise financial planning but we believe one of the most important steps anyone can take is to do just that. We provide a professional, tailored service that focuses on your long-term aspirations but that also challenges these, where appropriate, to make the most workable financial plan possible, while protecting what is important to you. 

We consider the environment and social responsibility, seeking to grow and build a responsible business so we’re making a positive impact now as well as the future for all our children. We provide all the team the ability to take paid time from work to support local community and education events, as well as the St. James's Place Charitable Foundation. 

We aim to achieve all of the above by having fun together, purpose of achievement, as well as respecting others. 

We avoid unnecessary jargon, when discussing financial matters and discussing your financial strategy. 

We ask for regular feedback from all clients, as this is the only way we believe we can truly improve the service and offering to our clients.

Planning for a secure future whether for yourself, your family or your business is one of the most important steps you will ever take. It is useful to regularly review your financial situation to take advantage of any developments in legislation and tax law.

Having a trusted Chartered Financial Adviser, who is also a non-practicing Chartered Accountant to lean on, can be invaluable to your financial security, as we help  build, grow, protect or preserve your wealth.

Your Wealth Matters