About us

We firmly believe that planning for the future, be it for yourself, your family or for your business is one of the most important steps you will ever take.   We also believe that giving our clients reliable, informed and above all understandable advice is the key to assisting them in planning for a secure financial future and then regularly reviewing changes in our clients circumstances to keep them on track to achieve their financial goals.

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.