Welcome to Connected Financial Planning
We specialise in advising business owners, legal professionals and medical professionals – we understand their specific challenges and design financial plans and solutions to support their careers.
We believe that every client should have a financial plan that provides them with freedom and security, and that the plan should be strong enough to benefit the next generation. We are interested, authentic, professional and vibrant in how we deliver our financial advice – using key technology such as cash flow modelling, to more deeply understand and stress test our clients’ planning.
We are a customer-focused business that is perfectly placed to offer expert advice on all areas of financial planning - including estate planning, inheritance tax planning, retirement planning, investment planning, business owner services, personal and corporate protection.
What we do
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
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Specialist Advice
We place you at the very heart of everything we do, and recognise that your circumstances and objectives are unique. Our advice and service are personally tailored to you, and are underpinned by the strength and depth of St. James's Place, and their distinctive approach to investment management in which they select the best fund managers from around the world – who all adhere to the United Nations Principles of Responsible Investing (UNPRI). Our clients often continue the working relationship with us over many years, appreciating a source of trusted advice and as their financial needs and priorities evolve over time.
We welcome a range of clients with differing needs, however there are some areas where we believe our advise goes above and beyond – and we also recognise and can reflect in our advice the differing needs you will have at the different stages of your financial journey.
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.
Testimonials
SJP Approved 25/04/2025
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.
