We are a firm of Chartered Financial Planners based in East Anglia, and we provide a bespoke service for both individuals and business owners, to help our clients achieve their objectives and aspiration.
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
I had accumulated various small pension pots throughout my career but having worked in small start-ups for several years and subsequently becoming self-employed, I knew that I wanted to organise things whilst I was still some way off retirement. Adam gave practical and easy-to-understand advice w...
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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.