Based in the Northeast of England, we are a goals-based financial planning Practice dedicated to helping people make informed, confident decisions about their financial future. We meet clients in person across the region and support individuals and families throughout the UK via flexible online meetings—providing advice wherever life takes you.
We take a holistic approach to advice—looking beyond finances alone to understand your life, values, and the future you want for yourself and your family. Our planning is built for the long term, providing clarity and confidence at every stage of life. Whether you’re taking your first steps toward financial security or refining an established plan, it’s never too early or too late to start. We’re here to support you and those you care about, every step of the way.
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We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
SJP Approved 28/05/2025
The Partner Practice is an Appointed Representative of and 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/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.