Based on Weston-super-Mare, we provide expert financial advice by building long-term, trusted relationships. We help clients and SME understand their aims and objectives, build a financial plan based on their individual needs, and to review on a regular basis.
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
Alex is professional, knowledgeable and easy to talk to. My partner and I highly recommend him and look forward to dealing with him again in the future.
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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.