About Us

Based in the heart of Didsbury, South Manchester, we are ideally located to provide a bespoke, accessible Wealth Management Service to private clients, business owners, trustees and corporate clients within the North of England.

Putting our clients firmly at the heart of what we do allows us to build long lasting relationships, helping them to achieve both their financial objectives and those of their family members, so that generations to come can look to the future with confidence and optimism.

We specialise in:

  • Investment Planning
  • Retirement Planning
  • Mortgages
  • Family Protection
  • Tax, Trust* and Estate Planning
  • Equity Release

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

*Trusts are not regulated by the Financial Conduct Authority.


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Testimonials

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Kevin is very personable and genuinely cares about me as an individual and our families broader needs. He is clearly knowledgeable and understands the wide range of services and products he offers, backed by a FTSE 100 company alongside advice being guaranteed. He challenges our thinking and helps u...
Lucy Potter |Banking Professional, Herfordshire

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.