O'Dell

At O'Dell & Co, we pride ourselves on building long-term relationships with our clients. We strive to understand their unique financial needs and goals, and we take the time to get to know them personally. Our team of experienced advisors is dedicated to providing expert advice and guidance to help our clients achieve their financial objectives.

About SJP

St. James's Place (SJP) is one of the largest financial advice companies in the UK. Founded in 1991, SJP has grown to become a trusted partner to nearly 1 million clients, with over 168 billion of their money under management. Our business is part of SJP's network of financial advisors, known as the Partnership, which is one of the largest groups of accredited and Chartered advisors in the country.

Our Philosophy

At O'Dell & Co, we believe that everyone deserves a bespoke financial plan tailored to their unique needs and goals. We take the time to understand our clients' financial situations, and we work closely with them to create a plan that suits their individual circumstances. Our advisors are dedicated to providing high-quality advice and guidance, and we are committed to building long-term relationships with our clients.

Services

We offer a wide range of services designed to help you achieve your financial goals. Whether you are looking to build, grow, protect, or preserve your wealth, we can help. Our services include:

• Financial planning: We will work with you to create a personalized financial plan tailored to your unique needs and goals.
• Investment management: We offer a range of investment solutions designed to help you grow your wealth.
• Retirement planning: We can help you plan for a secure retirement, with a focus on providing a sustainable income in retirement.
• Estate planning: We can help you plan for the distribution of your assets after your passing.
• Tax planning: Our advisors can help you minimize your tax liability and maximize your after-tax income.
• Corporate planning: We can help businesses of all sizes plan for the future, including strategies for growth, succession planning, and retirement planning.

About SJP's Investment Approach

St. James's Place recognizes that no single investment house has a monopoly on investment expertise. Instead of employing in-house investment managers, SJP selects a number of external managers to manage their range of funds. This approach allows SJP to benefit from the collective wisdom of some of the most experienced and skilled investment professionals in the industry.

The Benefits of Working with Us

When you work with O'Dell & Co, you can expect:

• One-to-one attention from a dedicated advisor who will take the time to understand your needs and goals.
• Access to a wide range of investment products and services designed to help you achieve your financial objectives.
• The support of a team of experienced advisors and experts who are dedicated to your success.
• The confidence that comes from knowing you are working with a trusted and established partner with a proven track record.

Getting Started

If you're ready to take control of your financial future, we invite you to get in touch with us. Our team of experienced advisors would be delighted to answer any questions you may have and to discuss how we can help you achieve your financial goals.