St. James’s Place Wealth Management

We decided to become a Partner Practice of St. James’s Place Wealth Management, because their values are aligned with our own and they have a proven track record and strong heritage.

St. James’s Place was founded in 1991 by Sir Mark Weinberg, Lord Rothschild and Mike Wilson CBE and is today one of the leading wealth management organisations in the UK. As an Appointed Representative of St. James’s Place, our clients benefit from their distinctive approach to investment management, the backing and security of a FTSE 100 business and access to significant resource and technical specialists, where required.

The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.