About us

As a representative of St. James's Place Wealth Management, our service is enhanced and complemented by the provision of advice covering the areas of Investment Planning, Inheritance Tax planning and retirement strategies and wealth protection.

Fundamentally we see our approach as one of problem-solving for the client - rather than product-selling. As a result, our clients can expect to receive the most comprehensive and appropriate advice at all times.

In proud association with Broadstone Chamber of Trade and Commerce.

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