We help you protect your financial position throughout life’s journey and ensure the financial security for those people closest to you.
In order to provide you with the highest quality planning we have done two things:
- Achieve Chartered status, which confirms that our professional standing is of the highest quality.
- Accepted an invitation to join St. James’s Place Wealth Management, one of the UK’s leading financial services and wealth management groups.
Being chartered, we have to demonstrate technical expertise, financial probity and sound business management, all at the highest level. But this is only half the story; we also believe in building trusted long term relationships with our clients so that we fully understand their needs and they in turn have the security of knowing their interests are at the core of what we do.
As a Partner Practice of St. James’s Place Wealth Management we can offer you advice that is guaranteed*, investment management of what we consider to be the highest calibre and the comfort of dealing with a team that is committed to your financial wellbeing.
We provide a wide range of services for both individual and corporate clients.
*St. James's Place guarantees the suitability of advice given by members of the St. James's Place Partnership when recommending of the wealth management products and services available from companies in the group.