We are a well-established financial planning practice based in Warwick, Warwickshire - advising clients right across the Midlands. We provide advice that helps families flourish through their generations - working with not just you, but your wider family tree to ensure continuity and availability of lifelong financial planning advice. As a mark of how clients value our services, many of our existing clients have come to us as a result of personal introductions and recommendations.
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
We place you at the very heart of everything we do, and recognise that your circumstances and objectives are unique. Our advice and service are personally tailored to you, and are underpinned by the strength and depth of St. James's Place, and their distinctive approach to investment management in which they select the best fund managers from around the world – whilst investing responsibly, by adhering to the United Nations Principles of Responsible Investing (UNPRI). Our clients often continue the working relationship with us over many years, appreciating a source of trusted advice and as their financial needs and priorities evolve over time.
We welcome a range of clients with differing needs, however there are some areas where we believe our advise goes above and beyond – and we also recognise and can reflect in our advice the differing needs you will have at the different stages of your financial journey.
SJP Approved 01/06/2023
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.