Principal Partner Practice of
St. James's Place Wealth Management

Becoming a client

By meeting one of our Consultants and taking time to get to know each other, we can build trust and help to establish a long-term relationship with you.

Client Service Charter

View our Client Service Charter which highlights what it means to be a client and details the services that we provide.

Later Life Adviser

Rosemary Lakin is a qualified Later Life Adviser and Member of the Society of Later Life Advisers.

Chartered Wealth Manager

Dan Thompson and Richard McKeown are Chartered Wealth Managers and members of the Chartered Institute for Securities & Investments.