Based in Grantham, Lincolnshire, with a wealth of knowledge gained from being in the industry since 1988, we are focused and committed to building long-term relationships based on integrity and trust.
Our specialities include:
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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From the very first meeting with Annie I was confident in her abilities to provide sound advice and had no doubt she would offer the best possible solutions. She is highly knowledgeable in her chosen field, and having her continued support has been exceptional. I would have no hesitation in recommen...
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.