We offer professional, straightforward financial advice that fits your specific lifestyle, needs and budget. We aim to help you protect the things that matter most and provide peace of mind for the long term.
We work with individuals, families and businesses to provide tailored financial advice, whether you want to build, grow or protect your finances. We specialise in Pensions & Retirement Planning, Investments, Inheritance Tax and Protection. Based in Swindon, Wiltshire, we help clients through a friendly, down-to-earth approach and provide long term peace of mind based on your specific needs and budget.
So whether you're working towards a comfortable retirement; building a legacy for your family, looking for a portfolio of well managed assets or just need help making sense of your finances, you can rely on us for expert advice that will help get you on track towards your financial future.
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.
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
SJP Approved 05/09/2023
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.