Our focus is on maintaining long term, trusted relationships with our clients and we take time to truly understand their financial goals. We believe a personal approach is key to our success. Many of our Clients that have received financial advice in the past have felt it is fragmented, complicated or perhaps no longer relevant. We recognise that in order to meet your objectives and aspirations, financial planning has to look at the complete picture.
Our team of experienced, professional advisers will create you a tailored financial plan that can adapt to your changing needs and circumstances.
St. James's Place Wealth Management offers a distinctive approach to investment management and will provide you with.
- Expert advisers
- A broad perspective of your situation
- Guaranteed advice
- A lasting relationship
We are pleased to announce that SLD Wealth are now members of the Ethical Investment Association (EIA). Members agree to abide by a code of conduct and to engage in a continued programme of training and development in the field of green and ethical financial planning.