Mike and Graham, in their financial service careers, have always had a desire to build long-term relationships with their clients. They have strived to demonstrate from the moment you become a client, for you to recognise the value of this relationship through the service that they provide.
Whatever your level of investment you will find they treat it with equal importance as you do. They will keep you informed of the way in which they are looking after your wealth by giving you access to online valuation services through this website, as well as an annual valuation report and net worth statement which will form a key conversation point in reviewing your investment wealth.
They are committed to ensuring that their industry knowledge remains relevant and current by placing strong emphasis on their personal development. This, along with the pride and dedication that they place on developing solid personal relationships with their clients, ensures that they are able offer a rounded, professional and principled service to you, their client.
Fundamentally they see their approach as one of problem-solving for you, their client - rather than product-selling. As a result, you can expect to receive the most comprehensive and appropriate advice at all times, with the assurance of the St. James's Place Guarantee which guarantees the suitability of the advice given by them when recommending any of the wealth management products and services available from companies in the St. James's Place Group.
Please refer to the testimonials page to see what others think.
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
We do not provide 'off the shelf' solutions. We put our clients at the heart of everything we do.
We specialise in providing high quality advice on many aspects of wealth management, working with you to help you achieve your financial goals.
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I am very happy with the clear and professional approach you adopt which is easy to understand.
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.