About us

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: 

  • Retirement Planning 
  • Pension Income Options 
  • Investment Planning 
  • Business and Personal Protection 
  • Auto Enrolment Strategies 
For private clients, whether you are looking to grow and manage your wealth or wish to preserve and safeguard your assets in retirement and ultimately pass down to the next generation, we can meet all your financial planning needs.   For corporate clients, Auto Enrolment and Workplace Pensions are causing headaches for many business owners. We can help you make sense of it all and work with your designated payroll person or Accountant to ensure a smooth process.    Creating financial independence from your business is an area of concern to various business owners, along with protecting your business should the unspeakable happen. We can help you to create a strategy in all these areas.

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Testimonials

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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...
Julie Ann Moore |Director, Spalding
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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.