We aim to make financial advice more accessible to those who need it; while providing a full holistic advice service. 

Our purpose and mission is to ensure that our clients – those who entrust us with their financial lives, that of their partners, children – receive suitable, individual and appropriate advice that significantly improves their situation in life. Their futures. Their experiences. Their assets. Their ability to do so much more.

We are purposely a paperless business; we recognise the need for companies to play their part in reducing their environmental footprint, while increasing their part played in social responsibility. We are proud to be a Partner Practice of St. James's Place, one of the signatories of the ‘Business for Nature Call to Action’, urging governments to adopt policies now to reverse nature loss in this decade. In addition, St. James's Place upholds the UN’s nine Principles for Responsible Investment, a voluntary standard which tackles most pressing ESG [Environmental, Social and Governance] issues in the world today – from climate change to the barriers around a more sustainable financial system – aiming to achieve more prosperous and inclusive societies for future generations. 

Our team are a diverse group that come from many different backgrounds; however, they are united by a passion for driving wealth management into the 21st century, expanding the industry to make it accessible for all. It is no exaggeration to say that our team are the lifeblood of the business. We aim to make this a fun, rewarding place to work; our team, and our clients, deserve nothing less.

So how do we do this? By giving our team the freedom and trust they deserve; by innovating, by having continuous training, by placing continuous personal, professional and company development at the heart of the business. We empower our team to critique, to develop, to question and to create; only together will we broaden the horizons of the industry, chart a different path, continuously develop and ultimately continuously improve the outcomes for our clients.

We are also strong advocates of Voyant, a market-leading cashflow analysis tool that allows us to map your situation and plans for the future, creating a plan to help you get there. This analysis underpins our advice and forms the basis of the roadmap we provide as a guide to your future.

We are a new breed of wealth manager. Out with the old, in with the new.

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.