We provide trusted financial advice for individuals, families and business owners. The relationships we have with clients, and the financial plans we agree together help to build wealth through the generations.
Located in Ascot, we provide advice across Berkshire, the Home Counties and London. We can provide advice further afield and have clients across the UK with some preferring online meetings over face-to-face financial advice.
Financial planning is about understanding what you want in later life and how you use your money today to make tomorrow a reality. There’s no time like now to get started.
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
SJP Approved 19/05/2025
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.