Senior Partner Practice of
St. James's Place Wealth Management
 

Ambitious Professionals

We specialise in working with ambitious and successful senior professionals in the legal, financial and IT sectors. It’s a world we understand very well.

Families

Many families trust us to look after their finances. Some even see us as unofficial extended family members. They trust us to look out for them and their loved ones.

Business Owners

As business owners ourselves, we know the challenges of running your own business. We know that your business might ultimately be your pension and will help you through all stages of the journey.

Women

Women sometimes face different challenges when it comes to managing their finances. Our dedicated service, run by Partner Emma Stevens, provides bespoke and insightful advice.

Retirement

Whether you’re approaching retirement or already there, we can help create the retirement you want and the peace of mind of a sustainable income throughout your lifetime.

Investors

Our proven select, monitor and change approach helps both experienced and new investors get the best performance out of their portfolios and investment strategies.

Our Process

We’ve developed a simple three step process to ensure that our clients get the most of their relationship with us.