Located just outside Kendal and proudly serving clients across the UK and the Lake District.
At the heart of what we do is building trusted, long-term relationships, ensuring our clients receive advice rooted in integrity and tailored to their unique needs. With a focus on delivering personalised outcomes of the highest calibre, we provide a distinct and comprehensive approach to wealth management, designed to help you achieve your financial goals with confidence.
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
SJP Approved 05/03/2025
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.