My philosophy focuses upon maintaining a long-term trusted relationship with clients, showing distinct quality, integrity and excellence. My aim is to be your trusted partner in creating clear financial solutions.
Paul Rodriguez, Director
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
SJP Approved 13/07/2023
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.