Clarence Place Wealth Management

At Clarence Place Wealth Management Ltd, we believe that receiving correct and appropriate financial advice tailored to your needs is imperative in ensuring successful financial planning. We firmly believe that building and maintaining close long-term relationships with our clients enables a perfectly tailored approach to wealth management and financial planning. This allows us to assist clients with changes in their financial and personal circumstances and also with changes in legislation.

Our Services

We specialise in a wide range of financial needs, from retirement planning, investment planning, tax and estate planning, and protection to corporate financial planning. We advise clients in establishing invaluable financial planning strategies. We understand the importance of regular meetings to maintain, update, and review planning, which is crucial to our role and clients' best interests.

As a Partner Practice of St. James's Place, we have access to a wide range of specialist products and their distinctive approach to wealth management, allowing us to offer a comprehensive financial planning service for your individual needs. The advice we provide is backed by the St. James's Place guarantee, giving you the peace of mind and comfort that you are in good hands.

Meet the Team

We don't provide 'off the shelf' solutions. We put our clients at the heart of everything we do. We understand that each client's financial situation is unique, and we work closely with them to build a bespoke financial plan.

Expert Advice

We specialise in providing high-quality advice on many aspects of wealth management, working with you to help you achieve your financial goals. Our team has a long history in the financial services industry, guiding and advising clients on the most suitable solutions to their goals.

The Benefits of Working with Us

You have our undivided attention. We are committed to providing you with individualised attention and tailored advice, allowing you to achieve your financial goals. We also have access to a wide range of support through the St. James's Place group, including experts in tax, product specialists, and dedicated third-party support teams.

About St. James's Place

St. James's Place is one of the UK's largest financial advice companies, founded in 1991 and trusted by nearly 1,000,000 clients to look after over 168 billion of their money. As a partner practice, we are part of their network of financial advisers and have access to their range of products and services.

Our Partnership with St. James's Place

We chose to work with St. James's Place because it allows us to focus our time on providing you with individualised financial advice. St. James's Place handles the products and services, allowing us to dedicate our time to creating a financial plan that's right for you and your family.