You may ask what makes us different to other Financial Advisers, and why should you choose us? That’s a great question.
This page isn’t all about a standard set of words telling you that we are diligent, honest, transparent, professional and the best thing since sliced bread, because most businesses have this all over their website, and you would expect that level of service from your Financial Adviser anyway. We believe that by not rolling out those pretty, universal words, you will immediately see that we are different. So, what does make us different?
If we do say so ourselves, we are genuine people, who are friendly, totally and utterly approachable (our clients tell us this). Personal relationships are key, and our meetings are usually held face to face so that you know you are dealing with a real person who actually cares about you and your family. We treat each client as a person and not a number, and we believe this is a big factor for our success.
Our client retention rate is 97% which is an achievement we are very proud of, and this is because of our attention to detail with every unique scenario we manage for our clients.
We work with our clients to ensure they can have comfort knowing that we have their best interests at heart, and ultimately, we take all of the complicated and confusing elements of the industry and articulate it in clear language so anyone can understand, to then make informed and life changing financial decisions.
Our specific focus is on Retirement, Investment and Inheritance Tax Planning because we are not generalists, we are Specialists. We take a hands-on approach and treat each pot of money we manage with the same diligence as we would our own, with attention to detail and a high-quality service.
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
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I found Jim to be extremely knowledgeable and professional, he explained all of the complex scenarios and options in ways that I was able to follow and make a decision on, he offered advice and suggested the best possible products to suit my circumstances and wasn’t trying to force unnecessary produ...
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.