About us

We work with integrity and dedication to help all of our clients manage their finances as effectively as possible for the long term. As a result, several of them have been with us for more than 18 years, and they have experienced the benefits of our advice and in-depth understanding of financial planning. Many of these clients are happy to recommend us to their friends, family and colleagues, and we take this as a great compliment. Clients are mainly in and around Shropshire and Staffordshire and meetings can either take place in either of our offices or in clients' homes if they prefer.

Specialities within the Practice are investment planning, retirement planning and inheritance tax planning; however, for the majority of clients we manage all aspects of their wealth management as often specific areas overlap when looking at ‘the bigger picture’.

Flexible Strategic Planning

We actively advise a number of clients regarding their capital, focusing primarily on efficient income streams and professionally balanced fund growth via the St. James's Place Approach to Investment Management.

We strive to keep clients aware of the most up to date information within the investment markets; producing Market Bulletins is just one example.

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.

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