Our aim is to build long-lasting relationships with you, built on trust. We understand that your financial journey is unique, which is why we take the time to truly understand your aims and objectives.  

We provide a personal face to face service and take time to understand your goals, aspirations, and concerns, allowing us to tailor our advice to your specific requirements.  We work closely with you to create a personalised solution aligned with your goals, ensuring that every recommendation is tailored to your individual needs and circumstances. We continuously monitor your progress, ensuring that everything stays on track and adjusting as necessary to keep you on course.  This is at the heart of everything we do.

We can offer a holistic wealth management approach, to give you the benefit of a single relationship to meet all of your financial needs. Whether you're looking to build and preserve capital, manage cash and borrowings, or gain financial protection against risk, we are here to provide guidance and support every step of the way.

In investments, pensions and life assurance, we have access to the exclusive St. James's Place range of products. These offer many important benefits, of which perhaps the most remarkable is the St. James's Place approach to investment management.

In other areas such as portfolio management, trust* and estate planning, in addition to the experience and expertise provided by St. James's Place, products and services from other providers have been carefully selected to complement and enhance the range of St. James's Place products that we will be able to offer you. 

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. 

*Trusts are not regulated by the Financial Conduct Authority.