About Us

We have established an excellent reputation over the last 20 years. As a Senior Partner Practice of St. James's Place Wealth Management based in Salisbury, we are able to offer our clients guaranteed advice and the opportunity to benefit from a level of investment expertise, trusted advice that is difficult to find in financial services.

Talk to us about:

  • Wealth Management and Investment Planning
  • Pension planning and reviewing your retirement needs
  • Inheritance Tax Planning
  • Long Term Care Planning
  • Funding Nursing Homes fees for loved ones
  • Trustee Investment Planning
  • Life assurance and other Protection needs
  • Business Planning
  • Bespoke Mortgage services
  • Working with Family, Matrimonial and Children
  • Investing funds received from Personal Injury

The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and the value can therefore go down as well as up. You may get back less than the amount invested.

Insights and E-Briefing Service

Visit Insights to read articles and news to help you make informed decisions about your wealth or sign up to the E-Briefing Service; a personalised email communication service that keeps you informed on the issues that might impact your wealth.