Most wealth management companies define wealth by considering the amount of money and assets acquired by their clients.
We look at things differently and focus on these being tools to help you achieve financial freedom.
Financial freedom is about you not having to worry about money, feeling confident you have enough money to meet your needs and being free to make choices that allow you to enjoy life.
Whether you are an individual, business or business owner, we can help you explore redefining your wealth and work with you to develop a financial plan focused on what is most important to you.
Who do we help and what is our purpose?
We help individuals and families, as well as businesses and business owners.
We are passionate about helping you achieve your goals and ambitions.
How do we help you?
We use a simple 3 stage process:
Discover: We take time to find out what is truly important to you - your future plans, ambitions and goals
Design: We work with you to develop a plan that will help you reach your desired destination
Deliver: We help you to get to where you want to go and achieve what matters to you
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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.
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