Scrivener Financial

Nestled in the heart of Windsor, Berkshire, Scrivener Financial is a Senior Partner Practice of St. James's Place. Led by experienced and qualified professionals, we forge lasting client relationships to guide individuals and families on their financial journeys. With a reach across London and the Home Counties, we tailor our guidance to meet individual needs and aspirations.

What We Do

We offer a comprehensive range of wealth management services, encompassing the following:

• Wealth Planning: Building and preserving wealth through tailored investment solutions and financial planning strategies.
• Retirement Planning: Comprehensive strategies to maximize your pension pot and ensure a comfortable retirement.
• Savings & Investments: Guidance on building and managing investment portfolios to meet your financial goals.
• Inheritance Planning: Creating a robust estate plan and ensuring your financial legacy is protected.
• Tax Planning: Optimizing your tax position and minimizing unnecessary charges.

Our Commitment

At Scrivener Financial, we pride ourselves on building long-lasting relationships with our clients. We take the time to understand your unique situation, goals, and concerns. Our team works collaboratively with you to develop a customized plan that aligns with your individual aspirations. We believe in open communication and transparency throughout the process, ensuring you are always informed and empowered to make confident financial decisions.

What Our Clients Say

"Robert Briggs has consistently delivered exceptional guidance and support throughout our financial journey. His knowledge, coupled with his personable and trustworthy demeanor, makes him an invaluable asset." - Alan Turner, Consultant

"Mike's approach to wealth management is comprehensive and personalized. I appreciate his meticulous attention to detail and genuine commitment to understanding my financial aspirations." - David Reeve-Tucker

"The team at Scrivener Financial has been instrumental in helping me achieve significant financial growth. Their expertise and guidance have been invaluable." - Janis Clayton, Retired