Based in Nantwich, in Cheshire, our aim is to deliver comprehensive, bespoke financial advice to our clients, whether that be planning for retirement, making their wealth last in retirement, passing on wealth tax efficiently to the next generation, building and protecting wealth through savings and investments or protecting loved ones.
Our clients are the focus of everything we do and we are committed to delivering the highest level of advice and service to each and every one of them. We aim to develop and maintain long-term, trusted relationships with individuals and businesses alike to help them achieve their financial goals and objectives. We pride ourselves on honesty and integrity, meaning our clients benefit from having peace of mind that they are being looked after by a team of highly qualified and experienced advisers.
Although based in Nantwich, Cheshire, we assist clients across the North West.
To discuss your financial requirements further then please call us on 01270 624164
In addition to the experience and expertise provided by members of the St. James's Place Partnership, products and services from other providers have been carefully selected to complement and enhance the range of St. James's Place Wealth Management products on offer. We believe the providers represent the “best of breed” in their respective categories and are capable of delivering the high standards you would expect.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
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I could not recommend Jamie and Atherton & Associates highly enough. Jamie has been working with me, both on a personal and a business basis, for the past 6 months and the process could not have been any easier or better informed. If you are looking for assistance with your finances and wealth manag...
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.