In 2008, our practice joined St. James’s Place Wealth management. We are now able to continue to service existing clients and grow the business as a result of first class support and services.
Our aim is to provide clients with a full range of financial planning services and work in conjunction with other St. James’s Place Partners who can offer a whole range of specialist advice.
We offer specialist advice and services in Investment and Inheritance Tax Planning. We also offer pre-retirement and at retirement planning, with all options available to the clients.