About us

St. James's Place Wealth Management is highly regarded as one of the leading wealth management organisations within the UK offering bespoke advice to high net worth individuals and distinctive approach to Wealth Management.

I specialise in meeting the financial needs of people who have created significant capital, or who earn higher incomes, and whose circumstances are therefore more complicated than most.

My philosophy focuses upon building and maintaining long-term, trusted relationships with my clients, based around my core values of honesty, integrity and providing excellence of service. This in turn gives both my private and business clients financial peace of mind.

For more information about how we can help you, click on the relevant link below or browse our website.

  • Business Owners/Directors
  • Accountancy, Tax & legal Professionals
  • Retired/Approaching Retirement
  • IT/Telecoms Contractors
  • General Wealth Advice

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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.

Avonwood Financial Planning Limited is registered in England and Wales, Number 08583436. Registered Office: Old Station House Station Approach, Newport Street, Swindon, Wiltshire, SN1 3DU.