Bespoke wealth management advice and financial planning for individuals, businesses and trustees from experienced and highly qualified professionals.
Helen and I were extremely happy after our six month review with David. During the meeting, David gave a very comprehensive update that we both felt was very positive, both currently and looking to the future of the fund.
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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.