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

Private Clients

We help our private clients to create and implement a structured financial plan within the parameters of their individual circumstances.

Business Owners & Entrepreneurs

We advise on a wide range of business planning including succession planning, profit extraction, tax mitigation and specialised exit planning.

Trustees

We have had particular experience in this field over many years; it is a particular specialism of the practice.