Our Offices
We deliver Chartered Financial Advice right across the Midlands - centring around Warwick, Leamington and Solihull and the surrounding areas - placing our clients at the very heart of our business, which is built on strong values and personal relationships.
Our commitment is to provide bespoke financial advice to help you gain peace of mind and make the most of your money, no matter where you are on your financial journey.
Our mission is to make financial planning feel simple. By putting your personal goals at the centre of our advice, we help you make the best possible financial decisions for your family, your business, and your future.
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.
