Who we are
To be successful at giving you the life you deserve, our service is built around getting to know our clients; this begins with our first meeting. Before discussing your money we want to understand you, your wants and your desires for you and your family’s life, both now, right through to retirement.
Life is not a rehearsal; therefore we want to help our clients to live a full life, maximised with enjoyment and free from worry.
At this point, our initial meeting is a no obligation discussion, we simply look to understand you, for you to get to know us and how we work, giving you the opportunity to decide if you want to take things to the next level or not.
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.
