Who are we? 

We are a diverse group of individuals who are driven to support and empower our clients to achieve their financial goals and a lifestyle that inspires them. 

As a caring team, we value long lasting relationships that mature over time, we respect our clients by giving them honest and realistic guidance.

We collectively believe we have a vested interest in each other and rely on each other for our success and fulfilment, therefore we can deliver our promises as a team. 

What is our business? 

We provide a measured approach to wealth management. We do this through mitigating risk and empowering our clients to make solid choices. We provide on-going support and guidance throughout the lifetime of our relationship with each client to ensure they feel secure with their portfolios. 

We are fanatical about being prepared and strive to keep our knowledge of the financial industry and investment offerings current and relevant in today’s changing times. This helps us keep our clients wealth in the right investments for the right reasons. 

Who are our clients? 

Our clients appreciate a committed listener, who understands their needs, wants and desires. They have high expectations and demands for maintaining and improving their wealth through income and growth potential. 

We work with a range of clients, including individuals that have been financially successful in life and are committed to protecting and enjoying their rewards. Our clients are affluent and confident in their current positions and are now starting to think and plan for wealth preservation. 

Some of our clients are approaching early retirement or have stopped earning. They are now interested in enjoying, protecting and making their assets last by providing the financial assistance to really enjoy retirement.

We work with our clients who wish to pass on their assets and wealth to the next generation in the most favourable way possible. 

Our clients show their appreciation by recommending us to their friends and family, so they too can experience our services, expertise and benefit from a grounded and effective wealth plan. 

What makes us different? 

Our total focus is our clients and their needs. 

The suitability of the advice that we provide in respect of the products and services available through companies within the St. James's Place Group is guaranteed by the Group. The funds and portfolios we recommend benefit from the vast resources and expertise of the St. James's Place Investment Committee, which is assisted by independent consultants who monitor, change and review performance directly with the fund managers. Being a Senior Partner Practice means we can utilise all this and then provide a personal, bespoke and holistic approach with each client.

This means that each client benefits from receiving the financial advice that is right for them and the opportunity of achieving superior investment performance over the medium to long term. 

The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested. 

Points of Culture & Core Values

Honesty - Is not just about telling the truth, it’s about getting real about what can and cannot be achieved. 

Straight - The confidence to say how it is. You can count on that.

Respect - We respect individuality, as people’s lives, values and beliefs are different. 

Pride - Preparation in everything we do. 

Empathy - We always aim to get into our clients world.

Communication - The art of listening and understanding. 

Authentic - Committed to doing the right thing. 

Relationships - We value relationships above all else.

Resilience - By creating a working environment with a client centric approach.