To arrange an initial, no-obligation
consultation please call our office on:
0117 370 9770
or email us at


To arrange an initial, no-obligation
consultation please call our office on: 01173709770 or email us at


Events Programme January to March 2021

We are very pleased to announce our programme of online events, covering a variety of pertinent topics which we would like to share with you in the upcoming months.

We would invite you to submit questions to us that you would like us to put to our guest speakers. This is your opportunity to ask those complex questions from some extremely influential people in the Financial Services Industry. Please email these to

  • What Happens Next? Post Brexit markets commentary & Tax Planning ideas with Darren Johnson, Head of Engagement – Investment Consultancy at St. James’s Place Wealth Management. We will be doing a rerun in February so please register your interest on
  • Q&A with Iain Rayner, Chief Operating Officer, St. James’s Place Wealth Management Ltd. – 25th February 
  • Responsible Investing with Rob Gardner, Director of Investments, St. James’s Place Wealth Management Ltd. – March (details to follow)

Other sessions coming up:
Mortgages –  ‘Property or Pension – What are my options?’ discussion with our Mortgage Adviser, Jewayne Walker, and Private Wealth Consultant, Rachel Hall- 23rd February 

Your home may be repossessed if you do not keep up repayments on your mortgage. 

Some buy to let mortgages are not regulated by the Financial Conduct Authority.

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