At SP Wealth Planning, we’re not stuffy or formal, and we won’t baffle with you jargon. We’re just a team of approachable, highly qualified, professional experts who are all obsessively passionate about achieving the very best for our clients.
For us, it’s personal…
SP Wealth Planning is a people business. Regardless of how the fast-paced digital world evolves around us, developing close, personal face-to-face relationships with our clients will always be at the core of what we do.
Tailored to you
Every individual and business needs a different approach, tailored to their own financial needs and future aspirations. From the risk-takers and play-it-safers to the spenders and savers — we work with them all and we’ll be driven by you on how we work together.
SP Wealth Planning is a Senior Partner Practice of St James’s Place Wealth Management. The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well rise. You may get back less than the amount you invested.
We understand that not everyone is comfortable talking about their finances, and it often takes something big to happen before we pluck up the courage to take the first steps.
At SP Wealth Planning, we get that.
We work with all types of people with different financial goals. Whatever your situation, we can help you create, keep and grow your money and turn your financial ambitions into a reality.
Making money work for you
When you approach SP Wealth Planning for the first time, we don’t expect you to know what type of help you need. That’s our job. We make sure we’ve got a real understanding of your financial ambitions and objectives so we can recommend the best solutions for your personal circumstances.
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
We do not provide 'off the shelf' solutions. We put our clients at the heart of everything we do.
We specialise in providing high quality advice on many aspects of wealth management, working with you to help you achieve your financial goals.
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