Based in St. Albans, we offer a bespoke and holistic financial planning service to clients online, in London, Hertfordshire and the surrounding areas.
Our clients are busy individuals, families and business owners, who often don’t have time, the expertise or a desire to actively manage their financial affairs.
Having grown our business solely through personal introductions and referrals, our clients know that we always act with their best interests in mind. Their referrals are a testament to our professionalism and dedication to the financial well being of our clients.
See how we can assist you by visiting our services page or contact us directly.
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
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We wanted to take more control over our family finances and to develop a long-term proactive strategy for managing our money. Maria helped us to achieve this by providing expert and relevant advice, at the right times. Maria is very thorough, which we find useful. Having known Maria for many years a...
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.