Before we can help you make better choices, we first need to understand what is important to you. Then we align the decisions around your money to your financial goals.
We have Advisers in the Hampshire towns of Fleet and Basingstoke as well as in Essex and the town of Chelmsford. Conveniently situated to help people with their financial planning needs from the Southern counties, London and Essex. We can also support further afield with financial planning via modern mediums like Zoom and Teams meetings.
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
You work hard for your money but do you make your money work hard for you? We can help.
We provide specialist advice in all aspects of contractor financial planning. This could be for longer term retirement to more immediate needs such as a re-mortgage or protecting your family/income and everything in between.
Our in-depth knowledge of a contractor’s unique circumstances makes us the perfect partner to help you build a Financial Plan bespoke to your personal circumstances.
We are able to offer our clients a wide range of professional advice whether personal or professional, protecting you/your family or mortgage, investing for the medium term or the long term.
SJP Approved 22/03/2024
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.