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
Younger women point to signs of change…
when it comes to investing and making financial plans for the future. Women are more likely to lead on handling household spending and budgeting, whereas men are more likely to take the lead on investing (53% vs 34%) and retirement planning (48% vs 32%) Despite women...
How to reduce or avoid high income child benefit tax charge
Many parents are unaware that if either of them starts to earn more than £60,000 a year, they will have to pay some of their Child Benefit back as a High Income Child Benefit Tax Charge (HICBC). Earning £80,000 or more, means they'll have to pay it all back! Who pays...
Pension Tax Relief: Still one of your biggest benefits
One of the biggest benefits of saving into a pension is you receive tax relief up to the higher of £3,600 or 100% of relevant UK earnings capped at the Annual Allowance (£60,000 in 2026/27). How do I receive my pension tax relief? You’ll automatically get 20% basic...