About us

Within our Practice, we can draw on over 30 years of financial services experience. 

We specialise in meeting the financial needs of our clients whilst offering a high level of personal service and face-to-face wealth management advice, which is backed by the St. James's Place guarantee.

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Sam's level of knowledge and advice allowed us to make an informed decision. The level of service Sam provided was exceptional and it is reassuring to know that he is always on hand to help with any queries. I have already recommended him to friends and family!
N Fowler |Accountant, Lincoln