About us

We offer a personal wealth management service, we do not provide off-the-shelf (or off-the-web) solutions, but offer you the benefit of a single relationship to meet all your financial needs, whether your priority is to:

  • Build or preserve wealth
  • Manage cash and borrowings
  • Gain financial protection against risk

Our mission is to provide our clients with financial advice of the highest quality, in a friendly yet professional manner. By regular communication with our clients we build long term relationships with them, based upon mutual respect and trust. This depth of understanding helps ensure we can develop creative solutions and strategies for their changing financial requirements over time and thereby provide financial peace of mind.

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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.