You deserve the best, that’s what we strive to deliver. We are a well-established business with a large and loyal client base, but we don’t rest on our laurels. Continued investment in technology, training and knowledge keeps us at the forefront of the wealth management industry and means our clients trust us to manage their wealth with care and attention.
SJP Awards
We are a Principal Partner Practice of St. James’s Place Wealth Management, a FTSE100 businesses and one of the leading wealth management company’s in the UK. St. James’s Place has received regular recognition for their work, such as Wealth Management Company of the Year at the City of London Wealth Management Awards in 2023.
Established
With a decade of success under our belt, as of 2023, we now help over 7,000 clients with over £1.3 billion of funds under management and have a network of over 30 expert advisers around the UK.
Certified
We are committed to achieving the highest standards, all our advisers have a programme of professional development through leading certifiers such as the Personal Finance Society and the Chartered Insurance Institute.
