Private clients

We advise clients on many aspects of wealth management, helping individuals who may have very different resources and find themselves at various life stages to achieve their personal goals.

In order to deliver appropriate advice we spend a great deal of time listening to and understanding each of our clients’ specific requirements before offering a bespoke solution.

As a Partner Practice of St. James's Place Wealth Management, we have access to the exclusive range of St. James's Place products which offer many important benefits, perhaps the most remarkable of which, is the distinctive approach to investment management.

We advise Private Clients on many aspects of Wealth Management, with particular emphasis placed on providing appropriate investment solutions.

So whatever your circumstances, we can create a bespoke financial strategy that is personalised and relevant to you, your family or your business.

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.

*For the features and risks associated with a lifetime mortgage, please ask for a personalised illustration.

** Trusts are not regulated by the Financial Conduct Authority.

***This may include the referral to a service that is separate and distinct to those offered by St. James's Place.

Your home may be repossessed if you do not keep up repayments on your mortgage.

Specialist advice

Putting our clients firmly at the heart of everything we do enables us to run a genuinely client-focused business. We specialise in a number of advice areas.