We put you at the centre of everything we do, taking time to talk with you, to listen and to better understand your financial circumstances and objectives. We'll find out what's important to you and to the people you care about so that we can understand your priorities.
We build a personal, long-term relationship with you that is founded on trust, providing you with ongoing advice and a first class service. Our service is as tailored as our advice, with regular reviews to ensure you are on track to meet your plans and objectives.
They make a great effort to get to know you and to know your particular circumstances.
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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.