About us

As a Senior Partner Practice of the highly successful St. James's Place Wealth Management, we offer expert advice in a wide range of important areas including Investments, Inheritance Tax planning, pensions and protection.   We provide a high level, trusted service to all clients and are fully aware that financial planning can be confusing and complicated. We will help you to meet your financial objectives and plan for the future with confidence and optimism.    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.

Insights and E-Briefing Service

Visit Insights to read articles and news to help you make informed decisions about your wealth or sign up to the E-Briefing Service; a personalised email communication service that keeps you informed on the issues that might impact your wealth.

Testimonials

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I consider myself very fortunate to know Rebecca on a personal as well as business level and it is great to have total confidence and trust in someone looking after your financial affairs. Specifically Rebecca has helped me with my personal pension planning, including protection using a Discretiona...
John Godfrey |Accountant, Plymouth
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. The levels and bases of taxation, and the reliefs from taxation, can change at any time. The value of any tax relief generally depends on individual circumstances.
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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.