The Client Journey

Starting with identifying your goals and objectives, we’ll work with you to create and implement a bespoke plan. We follow a six step client journey to get to know you, your goals and circumstances.

Read our Frequently Asked Questions

Let's chat

Let's have a chat.

To learn more about how we can help you, please get in touch by filling in the contact form, clicking the book a meeting button which will take you directly to our calendar or call us on 01887 377810.

Alternatively, fill out the contact form below and a member of our team will be in touch.

Privacy Policy.

Your Partner, together with St. James’s Place Wealth Management plc, are the data controllers of any personal data you provide and any further information which you subsequently provide to us. For further information on our uses of your personal data, please see the Partner’s privacy policy which can be accessed on their website and St. James’s Place Wealth Management plc’s privacy policy which can be accessed at