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A Partner Practice of St. James's Place Wealth Management
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Specialist advice

Putting our clients firmly at the heart of everything we do enables us to run a genuinely client-focused business. We specialise in the following areas of advice:

Senior corporate executives
As a busy Senior Corporate Executive, we will help you find the time to manage your personal finances.
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Company directors
We excel in catering to the financial requirements of those who have created more capital or who earn higher incomes.
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Business owners
We can help business owners, of any kind, to achieve their business, financial and lifestyle objectives.
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City professionals
We can offer expert advice to City professionals across a range of financial planning matters.
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Contractors
As a contractor, you need to provide your own financial benefits package for retirement, savings and protection against risk.
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Long term care service
Arranging care for yourself or a loved one is an emotional and complicated time. We can help you with the important issues.
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Professional partnerships
We will help you find financial clarity to fulfil your ambitions for now and into retirement.
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Private clients
We specialise in meeting the financial needs of people who have created significant capital, or who earn higher incomes.
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Steve Davies
Firmitas Financial Services Ltd
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