Northeast based, with a national reach, we’re a family-run financial planning practice helping individuals and families feel confident about their financial future.
We believe financial planning starts with people, not numbers. We take the time to understand your life, your ambitions, and what matters most to you, before building a clear plan around your goals.
Whether you’re starting out, building wealth, or planning for the next chapter, we’re here to make the complex feel simpler and help you make confident decisions for the future.
Simple. Personal. Long-term. Financial planning built around your life.
SJP Approved 09/06/2026
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.