Our goal is to help you to make the most of your assets by providing you with high-quality advice to take advantage of the most suitable, tax-efficient investments for your needs.
The service we offer is ideally suited to high-net-worth individuals, families, small businesses and people with complex financial planning needs. We are different to other financial advisers because we offer our clients the combination of a traditional, personal service associated with a small practice alongside the reassurance and credibility provided by a FTSE 100 business. This enables clients to receive quality advice, build long-term relationships with their adviser and have peace of mind that any investments recommended have been highly researched and vetted by a specialist committee.
If you would like to learn more about how we can help you, please do not hesitate to
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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
www.sjp.co.uk/about-st-james-place/our-business/our-products-and-services
NB Wealth Management Ltd is registered in England and Wales, Number 8172111. Registered Office: 32 Darnley Avenue , Bristol , BS7 0BS, England.
