We can help you make better choices with your money.
Before we can help you make better choices, we first need to understand what is important to you. Then we align the decisions around your money to your financial goals.
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
You work hard for your money but do you make your money work hard for you? We can help.
We provide specialist advice in all aspects of contractor financial planning. This could be for longer term retirement to more immediate needs such as a re-mortgage or protecting your family/income and everything in between.
Our in-depth knowledge of a contractor’s unique circumstances makes us the perfect partner to help you build a Financial Plan bespoke to your personal circumstances.
We are able to offer our clients a wide range of professional advice whether personal or professional, protecting you/your family or mortgage, investing for the medium term or the long term.
I recently started my own business and with a young family wanted to review my finances. Geoff was recommended to me via my Accountant. Since day one, Geoff has took the time to fully understand our current financial position where we want to get to and our short term priorities around jobs and our ...
Enter your email address and register or update your existing email preferences.
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.