We are committed to helping each of our clients realise their financial aspirations by building a long term relationship based on trust and an in-depth understanding of each clients unique financial circumstances.
Between us, we have over 40 years of experience in the wealth management industry. We met in 2001 when we were both focused on providing mortgage and protection advice. We built up a good professional relationship over the years and after realising that we shared a common goal of striving to provide sound financial advice, we decided to join forces and set up our own financial services business in 2009.
We believe that financial services is very much a 'people business' and we are committed to providing high levels of client service at all times. It is no coincidence that most of our new clients come to us as a personal recommendation by existing clients.
The Partner Practice 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
White Peak Wealth Management Ltd is registered in England and Wales, Number 6833009. Registered Office: 4 Loom Close, Belper, Derbyshire, DE56 0GZ, England.