We provide a comprehensive range of solutions for clients seeking to:

• Plan, grow, preserve, allocate and ultimately transfer their wealth to future generations;
• Have peace of mind with appropriate financial protections against various risks during their life and the lives of their loved ones;
• Intelligently manage cash and borrowings, including having suitable easily accessible funds for ad-hoc and urgent requirements via referral to the SJP cash management service powered by Flagstone*
• Build a sustainable prosperous relationship with a wealth manager who genuinely understands their needs and goals, helping them to achieve their financial, life and legacy goals and aspirations.  

Our distinctive "whole wealth" approach, across all aspects of wealth management, is ably supported by St. James's Place, successfully operating for more than 30 years and already helping more than 900,000 clients across the UK.

Our services are tailored for each and every client, gaining a rounded understanding of them as unique individuals with their own specific circumstances, characteristics and aims. Feel free to contact us at your convenience to discuss your specific requirements in an introductory confidential review meeting with no-obligation to you.

*Please note that this is a referral service, as such the service provided is separate and distinct to those offered by St. James's Place.