About us

As a relatively small practice, we aim to build long lasting, personal relationships with all our clients and pride ourselves in providing them with a tailored service, backed by St. James's Place.

We are able to advise on a wide range of services whether you are looking to build, grow, protect, or preserve your wealth.

We specialise in providing high quality personal advice on

  • Investing for tax efficient growth and income
  • Retirement planning
  • Solutions to protect you and your estate

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.