Based in Berkhamsted, we provide a wide range of financial planning services to both individuals and businesses, predominantly across the three counties of Hertfordshire, Buckinghamshire, Bedfordshire, and London.
We provide a wide range of financial planning services whether you are looking to build, grow, protect or preserve your wealth. We help our clients visualise and plan their investment and pension strategies to achieve their lifestyle goals.
Cyber Essentials is the UK Government standard for demonstrating good cyber security practices in which to protect client and company data. As a Plus certified business, we have passed an independent audit that validates the security our systems.
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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. Partners: Robert Stringer, Richard Mann