Who we are
It is our philosophy to build exceptionally strong, trusted and long lasting relationships with our clients. Our service is tailored to provide clients with peace-of-mind regarding their personal financial affairs.
Our Practice Manager is Isabel Glenister and she is supported by our Practice Administrator, Jessica Stevens. Isabel and Jessica are responsible for providing our clients with a seamless service of distinct quality and professionalism across all aspects of wealth management, supported by the successful St. James's Place Group.
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.
