We provide wealth management advice to individuals and businesses across the South West and Nationally. If you prefer a face to face video call instead of a home/office consultation, please contact us.
With over 25 years experience, we can provide a personal approach to find the right solution for you.
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
Richard made the whole process easy to understand and smooth running. I wouldn't hesitate to recommend him to other people and trust him implicitly to work in my best interests with the investment. Many thanks.
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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.