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.
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
We do not provide 'off the shelf' solutions. We put our clients at the heart of everything we do.
We specialise in providing high quality advice on many aspects of wealth management, working with you to help you achieve your financial goals.
Enter your email address and register or update your existing email preferences.
I have known Alan for many years and do consider that he has always put my interests first by giving sound and trustworthy advice. The service and support has always been exceptional. I would not hesitate in recommending him to anyone. I am now approaching retirement age and so will be seeking Alan'...
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.