We specialise in intergenerational financial planning, putting client’s needs at the heart of our business.
We are based on the Norfolk/Suffolk border but cover the whole of East Anglia and beyond, building long term, trusted relationships and endeavouring to provide excellent customer service.
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
SJP Approved 03/01/2024
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.