Sovereign Wealth Private Clients Information

As Principal Partner Practice of St. James's Place, we specialise in meeting the financial needs of people who have created significant wealth. Putting you firmly at the centre of everything we do is core to our culture and enables us to run a genuinely client-focused business. Our aim is to help identify your financial priorities and objectives, and then develop a strategy to achieve these goals within your desired timescales. Once this plan is in place, we are committed to giving a bespoke personal service tailored to your specific needs, with a focus on building a long-term relationship. Additionally, we assist businesses in the increasingly complex area of corporate financial planning, providing guidance on pensions, protection for directors, key employees or shareholders, tax reliefs and aspects of exit strategy planning. Our website outlines our wealth management services and expertise which we hope you will find informative. We very much look forward to building a professional and valuable relationship with you in the future.