About us

Our objectives are to ensure that we meet our clients’ requirements in an environment of trust.

We aim to keep our clients aware of the most up to date information within the markets. For example if you click on the "Insights" link, you can view a weekly Market Bulletin.

Utilising the skills and expertise of colleagues within the St. James's Place Partnership we are able to deliver tailored financial advice which is entirely appropriate and is relevant to the needs of our valued clients.