Bespoke wealth management and financial planning services
Grow, protect, preserve your future
Why us
We go above and beyond to ensure our clients receive an outstanding service. Rather than focusing on money, first and foremost it’s about you and gaining a thorough understanding of your needs.
Ours is a fully integrated planning and wealth approach. We take a considered and strategic view of our clients’ entire financial life, mapping their journey to retirement and beyond, to help create a comprehensive lifespan plan.
Charter status
Our Chartered status means we adhere to a strict code of ethics and is the highest mark of trust, capability and professionalism within the financial planning industry. This means you can be confident you’re dealing with one of the UK’s leading advisers, wholly committed to providing you with the best possible advice, service and support for the long-term.
Our clients
Our clients are professionals from all walks of life. These include lawyers, accountants, doctors, partners and directors in business, along with families and their future generations.
Our higher net worth clients have exclusive access to St. James’s Place’s Private Client division to help formulate solutions that meet the complex needs wealth can bring.
How our clients find us
68.5%
Referrals
18.7%
Website
12.8%
Social Media
As at April 2026
Our comprehensive services
We offer an extensive range of wealth management and financial planning services ranging from savings and investments for businesses and professionals, to protection, retirement and inter-generational planning.
Insights
Coming soon Pension Inheritance Tax – what you need to know
What’s changing and why does it matter? Here’s what you need to know about the new Inheritance Tax (IHT) changes on pensions, coming into force on 6 April 2027, and what you should consider doing before these are implemented. So what's changed? From 6 April 2027, most...
Can you avoid selling your home if you ever need care?
We illustrate how planning ahead really can make a difference to the choices you have in later life, especially if you need care. Assess your current lifestyle When beginning their financial planning journey, many clients underestimate just how much they spend on day...
The Investor Magazine
...is here, this time focusing on women and wealth. This edition explores how women’s financial power is growing and what that means for long-term planning, as well as the broader economic landscape and how to approach ongoing market volatility. It also looks at the...