1 Tetbury Road
Telephone: 01285 878780show
Key contact:Obi Nnochirishow
STEP Members: 3
St James’s Place Wealth Management is a FTSE 100 company with £112.8 billion of client funds under management, providing a range of wealth management solutions. We believe face-to face financial advice and trusted services are key to delivering outcomes for both clients and shareholders.
St. James’s Place Private Clients is an integral part of the company that provides exclusive services to high net worth clientele. At the core of this Private Client service, is an appreciation that our higher net worth clients often have more complex financial needs that require a different set of expertise and solutions. Therefore, we provide private client Partners personal access to our specialist advice and servicing team, which brings together highly experienced financial planners, investment and pension planning specialists, banking advisers and experts in tax planning and legal matters.
With this conglomerate of specialist advice, we endeavour to provide bespoke solutions that address four key areas of effective wealth planning; maintaining a lifestyle, protecting assets and the family estate, pursuing philanthropic aims and supporting business and professional interests.
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