As an Associate Partner Practice of the prestigious St. James's Place Wealth Management, based in Bracknell, Berkshire our aim is to provide a wide range of wealth management services to both individuals and businesses in and around London as well as the surrounding home counties.
Our specialties include:
•Investment and Portfolio Management
•University and School Fees Planning
•Inheritance tax planning
•Personal and Business Protection
Because everyone is different, we ensure that all of our clients are treated as individuals. We tailor products and solutions to suit both you and your circumstances. Our emphasis is on maintaining long-term relationships with our clients and to provide them with a source of trusted advice as their financial needs evolve over the years.