Based in Preston, Lancashire, we work with you to answer your financial questions.
Whether you want to explore legitimate ways to reduce your tax bill, to understand what pensions, investments and protection policies you have in place to check they are working for you or to check you are on track for when you want to retire, we can help you.
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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.