Our values

We’re a family company at heart, built on real family values. We’ll always be straight with you, and we’ll start by telling you this: we don’t pretend to offer the cheapest financial advice on the market. But if you’re in this for the long run – as we are – and if you’re serious about your future - as we are - you’ll find us hard to beat on long-term value.

Always putting you first

We take the time to get to know you, because we believe that it’s important to understand your unique combination of circumstances, aspirations and attitudes, in order to give you the best possible financial advice. We take pride in designing recommendations that aren’t just appropriate to you as an investor: they’re appropriate to you as a person.

Relationships that last

When you work with us, our recommendations to you are just the beginning: trust us for your financial advice and wealth management, and we’ll be beside you every step of the way, actively monitoring your assets and investments for you and your family for as long as you need us.

Local and trusted

We’re a longstanding family business, as well as a full Partner of St. James's Place: a FTSE 100 company. What’s more, St. James's Place guarantees the suitability of the advice we give when we recommend any of the wealth management products and services available from companies in the group: giving you total peace of mind when you trust us to take care of your family’s finances, now and in the future.

Empowerment through insight

Our advice to you, our client, is designed to empower you with the information and insight that you need to better understand your financial situation and to take well-informed decisions of your own. The same commitment to learning extends to our team of qualified staff, who are all actively encouraged to pursue additional accreditations, qualifications and learning opportunities as part of our commitment to empowerment through education.

Forward thinking

We believe that change is the only constant: so as a business we’re always looking ahead. Our advice is always rigorously researched and backed up by the latest market intelligence, combining the expertise of our own core team with insights from the St. James's Place network of world-class researchers. We work round the clock to ensure that our management of your assets is always well informed and proactive, so you can rest assured that your plans for the future are in safe hands.

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.

Practice newsletter

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