We provide financial advice in any of the following areas:

• Building and Preserving Wealth
• Managing Cash and Borrowings
• Personal Protection against sickness and/or death
• Retirement Planning
• Will writing* and estate planning
• Referral to Specialist Building & Contents Insurance
• Inheritance Tax planning
• Mortgage planning

Our philosophy focuses upon maintaining a long-term, trusted relationship with clients, showing distinct quality, integrity and excellence, which in turn gives both private and business clients financial peace of mind. The level of satisfaction may be judged by the fact that most new clients come to us as a result of personal recommendation by existing clients.

Even the most successful individuals and businesses need specialist advice on financial services from time to time, particularly during periods of volatility and legislative change. There are no simple off-the peg solutions. Where you need advice, you need expert advice you can trust, advice that will assist you in achieving your financial objectives – efficiently and effectively.

In addition to the experience and expertise provided by members of the St. James's Place Partnership, products and services from other providers have been carefully selected to complement and enhance the range of St. James's Place products on offer. We believe the providers represent the ‘best of breed’ in their respective categories and are capable of delivering the high standards you would expect.

We would be happy to undertake a financial review without further obligation.

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

*Will writing involves the referral to a service that is separate and distinct to those offered by St. James's Place. Wills are not regulated by the Financial Conduct Authority.