Where we redefine financial planning with a personal touch. Inspired by the fusion of finance, business acumen, fitness, and the serenity of nature, we proudly serve business owners, directors, and professionals helping them enhance their financial growth, security, and overall well-being.
Located in the South West but working with people from all over the UK our mission is to empower our clients to navigate their financial journeys with confidence and grace, helping to ensure a prosperous future filled with opportunity, fulfilment and freedom.
SJP Approved 20/02/2025
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.