We focus on looking after the financial requirements of Private Clients and Business Owners and we have a genuine desire to look after people by helping them understand complex financial planning matters in a simple fashion.

From the longevity of your business, empowering you to make a difference or preserving your wealth for future generations, we understand that peace of mind for the future is essential.

Everyone’s financial situation is unique, and therefore, if financial advice is to be truly valuable, it must be based on a comprehensive overview of your individual financial circumstances. So that they can look to the future with confidence we help our clients to create a firm foundation which aims to achieve their financial aspirations actively building trust and confidence in the process. 

The most effective way that we can help people achieve their financial goals is to provide them with appropriate personalised face-to-face advice. To check that the solutions we put in place remain effective we provide ongoing advice.

Supported by the resources and experience of St. James's Place our clients can be certain that whatever their circumstances or needs, we will do all we can to give the best possible experience.