Nick Spence, St. James's Place Wealth Management

Who we are

St. James's Place is one of the UK's largest financial advice companies, trusted by over a million clients to manage over 168bn in assets. Our network of independent financial advisers, known as the Partnership, provides personalized financial guidance to individuals and businesses.

Our mission

Our mission is to empower clients to make informed financial decisions and achieve their financial goals. We work collaboratively with you to understand your individual needs and aspirations, and create a tailored plan to meet them.

Our services

We offer a comprehensive range of services across all aspects of wealth management, including:

Building and preserving wealth

• Investment planning and portfolio management
• Retirement planning and pensions
• Inheritance and estate planning
• Tax planning and wealth protection

Growing wealth

• Business planning and succession
• Wealth preservation strategies
• Investment opportunities and market analysis

Preserving wealth

• Risk management strategies
• Insurance planning
• Charitable planning

Our approach

We take a holistic approach to wealth management, considering your financial situation as a whole. We work with you to:

• Identify your financial goals and aspirations
• Assess your current financial situation and identify potential risks
• Develop a tailored plan to address your individual needs
• Implement and monitor your plan over time

Why choose SJP?

• Expertise and experience: Our team of experienced financial advisers are highly qualified and have extensive knowledge of the financial planning process.
• Personalised attention: We treat each client as an individual and take the time to understand their unique needs and goals.
• Tailored solutions: We create bespoke plans that are designed to meet your specific circumstances and aspirations.
• Transparency and accountability: We provide clear and concise information about our fees, processes, and performance.

Get in touch today

Contact us today to schedule a consultation and learn how we can help you achieve your financial goals.