Planning for a secure future whether for yourself, your family or your business is one of the most important steps you will ever take. It is important to regularly review your financial situation to take advantage of any developments in both your own circumstances as well as in legislation and tax law. If there are changes in your circumstances, such as starting a family, changing jobs, starting your own business or receiving an inheritance, a review of your financial goals and objectives is crucial.
Future Wealth Management is a Senior Partner Practice of St. James's Place Wealth Management, who are regarded as one of the leading wealth management organisations in the UK.
Based on core values of the utmost professionalism, excellence of service and, perhaps most importantly, integrity, we will help you develop a wealth management strategy to meet your financial objectives and aspirations both now and in the future.
We appreciate that you are unique, with your own financial principles, which is why we will tailor the services and recommendations that we make specifically to you. It is fundamental that we get to know our clients well - and they get to know us – so that we are able to work together and forge long-term relationships built on mutual trust and understanding.
However you picture it, financial independence requires financial planning.
That doesn't mean a scattering of individual investments.
It means formulating a coherent, long-term plan for your financial future with all the elements pulling in the same direction.
A strategy that delivers at the important points in your life.
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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Keith has advised me over the last ten years on numerous financial and investment matters as my family has grown and our requirements have changed. Despite being a chartered accountant and experienced Finance Director, it has always been refreshing to hear Keith's perspective on matters. With good h...
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.