About us

In recognition of the fact that all of our clients are different we take the time to ensure we understand your financial needs and future aspirations by offering a tailored solution to them. 

We offer the following Wealth Management and Financial Planning services 

  • Investment Advice 
  • Retirement Planning 
  • Family and Business 
  • Protection Mortgages 
  • Reducing Inheritance Tax through Estate Planning 
  • Employer Benefit Schemes 
  • Portfolio Management Service

Our many years of experience in the Financial Services Industry allow us to deliver a comprehensive range of solutions to our clients. 

Financial Review 

If you wish to discuss any area of your finances without any obligation or commitment, please feel free to call or email me to arrange a meeting. 

Keeping you up to date 

We aim to keep clients aware of the most up to date information within the markets. Our website features Market Bulletins highlighting financial and economic issues on a regular basis. Please click the Market Update link on the left to view these or alternatively ask to be included in our weekly distribution of WeekWatch. 

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.


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Testimonials

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Over a number of years he has always given me very good sound advice which has been so beneficial. I think one of the best things I ever did. For an assessment of your finances I can honestly recommend him.
Mr T G Cann |Exeter

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.