Wishing you a Merry Christmas &
a Happy and Prosperous New Year 2020
from all of us at

We have been a proud Senior Partner Practice of St. James’s Place Wealth Management since 2013.

We have been awarded the prestigious title of ‘Chartered Financial Planner’- the industry’s gold standard for wealth managers.

We have been awarded the highest standard for providing ‘Later Life’ planning advice – an independent accreditation.

We have achieved the Government’s Cyber Essential Certifcation – to better protect our company and clients from possible IT security breaches.

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