A family-run practice for the turning points that shape a family's wealth: building it as your life grows, protecting it when things change, and passing it on with confidence.
We are here for the moments when you most need to know there’s someone by your side who knows you.
We don't start with your pension. We start with what's actually going on (a growing family, building a business, supporting adult children, a retirement coming into view, a parent who needs a hand with their affairs) and we build the plan around that.
It's the difference a family-run practice makes. We're close enough to know your story and experienced enough to be trusted with it.
From a boutique business with 30 years’ private banking experience, we’re based in Tunbridge Wells, London and Surrey, and work with clients across the southeast.
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
SJP Approved 05/10/2026
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.