Book your no-obligation Financial Health Check

Offering a personal wealth management service, we are committed to helping our clients preserve and enhance their wealth. Professional excellence and personal integrity are central to us. We do not provide off-the-shelf (or off-the-web) solutions, but offer you the benefit of a dedicated relationship to meet all your financial needs, whether your priority is to:

  • Build or preserve wealth
  • Manage cash and borrowings
  • Gain financial protection against risk

With ever-changing circumstances, the ongoing nature of the relationship is key to ensuring financial plans remain effective in achieving your goals.

We're excited to offer you a no-obligation financial health check with one of our expert advisers. This personalized session is designed to help you evaluate your financial health and plan for a secure future.

Simply fill out the form below to schedule your appointment at a time that suits you.

What to Expect:

  • A tailored financial assessment
  • Professional advice on saving, investment and retirement planning
  • No obligation, no strings attached
Request contact

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Please provide at least one method of contact.

The Partner together with St. James's Place plc are the data controllers of any personal data you provide to us. For further information on our uses of your personal data, please see the Partner's Privacy Policy or the St. James's Place Privacy Policy.

Alex Rose

To book a no-obligation consultation please click the link below.

Natalie Wood-Crainey

To book a no-obligation consultation please click the link below.

Will Hutchinson

To book a no-obligation consultation please click the link below.

Yasin Sheikh

To book a no-obligation consultation please click the link below.

Click here to find out more about Alex

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Click here to find out more about Natalie

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Click here to find out more about Will

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Click here to find out more about Yasin

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St. James's Place Guarantee

St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.

Schedule your no-obligation financial health check today using the above form.