About us

Our core values focus on providing an expert, professional service, to all our clients. As a family business we value the importance of great customer service and integrity. We have a wide range of expertise and knowledge, developed over many years, to help people, both individuals and businesses, to fulfil their goals and aspirations. 

As a small family team, we provide a trusted partnership relationship with our clients to offer that all-important ‘Peace of Mind’ for the future, whether you are an individual looking to grow, manage, protect or preserve your wealth, or a business owner/director looking to put the right plans in place for your company.


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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.