We work with successful business owners and private clients to help them realise their financial aspirations whilst minimising risk. Paul Geddes passed away in January 2020 having run this successful family business for many years. His dedication, professionalism and caring nature in helping others reach their financial goals was second-to-none.
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
I and my wife, are happy to trust and recommend Adam. He demonstrates ability and recognises our investment criteria. He has never pressurised us to follow his recommendations but we are happy to follow his advice which has delivered exceptional results. He has his 'eye on the ball' and exudes pr...
You should remember that past performance refers to the past and is not a reliable indicator of future results.
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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.