At Alton Wealth Management we believe in building long-term relationships and face-to-face financial advice. Our goal is to give you a better understanding of your current financial position, help you to achieve your goals and to deliver solutions in a jargon-free manor.
We believe that financial plans should be tailored to clients' individual needs and that clients should have the opportunity to speak through their own circumstances. The financial world is ever-complex and ever-changing, so we want to become part of your financial journey and adapt and review your plans along the way.
The St. James's Place Wealth Management Group offers a wide range of high-quality services to businesses and individuals, whether the priority is to:
Being an Associate Partner Practice of St. James's Place Wealth Management means that our clients have the opportunity to benefit from a high level of investment expertise, trusted advice and experience.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
We do not provide 'off the shelf' solutions. We put our clients at the heart of everything we do.
We specialise in providing high quality advice on many aspects of wealth management, working with you to help you achieve your financial goals.
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As a small business owner, knowing that I have insurance to help cover costs if I am unable to work is really important to me. After a review of my existing policies Alex made recommendations of how they could be improved to reflect my current circumstances. He also arranged a remortgage and reinves...
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.