Financial Planning Advice

We have partners that have many years’ experience advising people about their financial planning whether it is for Investments, Pensions, Life cover or Inheritance Tax planning.

Our free and impartial advice is available from St James Place Wealth Management.

A team that already have many satisfied clients residing in all parts the country. They provide a simple understanding but professional approach to Financial Planning.

Estate Planning involves close links to Financial Planning and very often the two are required together to have the complete solution for your individual aims for you and your families future plans.

We can also provide assistance in:

If you would like to discuss this with us, please contact us on 0800 689 0923 or email


Estate Planning Advice

We can help with a range of:

  • Life Policies
  • Investments
  • Regular savings
  • Pension Planning and guidance.

In addition to a free, no obligation impartial assessment – to asses your current situation and your aims and requirements for the future.

Any discussion is in total confidence and will only result in recommendations that are suitable for your particular needs. This includes products that help to reduce any potential Inheritance Tax issues in the future.


We have lots of experience in Financial Planning and Estate Planning, if you would like to set up a meeting, or talk to us over the phone, please contact us on 0800 689 0923 or email


  • Why Choose Us?

We are qualified to give you the best advice and service, we also offer a free no-obligation discussion – at at time and place to suit you.

We focus on you, the individual, by listening and establishing what it is you would like to achieve and then providing you with the right solution.

We have ELITE PROstatus on Bark and have been recognised for our good services.