Specialist Advice | St. James’s Place Wealth Management

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:

As a busy Senior Corporate Executive, we will help you find the time to manage your personal finances.

We excel in catering to the financial requirements of those who have created more capital or who earn higher incomes.

We can help business owners, of any kind, to achieve their business, financial and lifestyle objectives.

We can offer expert advice to City professionals across a range of financial planning matters.

As a contractor, you need to provide your own financial benefits package for retirement, savings and protection against risk.

Arranging care for yourself or a loved one is an emotional and complicated time. We can help you with the important issues.

We will help you find financial clarity to fulfil your ambitions for now and into retirement.

We specialise in meeting the financial needs of people who have created significant capital, or who earn higher incomes.

Steve Davies

Firmitas Financial Services Ltd

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