The Financial Services market place continues to be ever changing and evolving, and with major institutions such as Banks closing or reducing their Financial Advisory propositions the availability of high quality, tailored Wealth Management and Financial Advice is becoming a scarce resource.
We specialise in addressing simple and straightforward issues such as mortgages and insurance or designing more complex solutions such as investments, taxation or trust and succession planning.
In general, we provide reliable and expert advice across four principal financial objectives:
The value of an investment with St. James's Place will be directly linked to the performance of the funds selected, and the value can therefore go down as well as up. You may get back less than the amount invested. The levels and bases of taxation and relief's from taxation can change at any time, and are dependent upon individual circumstances.
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
We do not provide 'off the shelf' solutions. We put our clients at the heart of everything we do.
We specialise in providing high quality advice on many aspects of wealth management, working with you to help you achieve your financial goals.
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My wife and I have no hesitation in saying we have always found Richard Booth and staff most friendly and obliging regarding all our financial/investment queries. We greatly value Richard’s punctual time keeping and patient explanations of what to us, sometimes, are complex financial matters.
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.