About us

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
  • 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 Wealth Management 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.

*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.

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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.

Premier Financial Services is a trading name of Premier Financial Services (WM) Ltd. Premier Financial Services (WM) Ltd is registered in England and Wales, Number 03876486. Registered Office: 17 Nevill Street, Abergavenny, Monmouthshire, NP7 5AA.