We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
Our relationships with our private and business clients are all important, so throughout the year, outside of the normal financial review process, we arrange opportunities to spend time with them. These business briefings and social events range from small intimate gatherings at our offices in Mansfield, to large seminars at stately home venues, an example being our recent investment & tax planning seminar at Belvoir Castle, Lincolnshire.
Our clients are stimulating and interesting people, so spending time with them socially is always good fun. Whether we are entertaining them on the golf course or at the theatre, everyone involved invariably has a great time. If you would appreciate an invitation to any of our future events, please let us know.
I was first introduced to Mike and his team after my late father had invested with St. James's Place for many years. The service offered by his team is far beyond financial and wealth management advice. It’s so refreshing to find an organisation that is more interested in sitting down and focus...
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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.