Principal Partner Practice of
St. James's Place Wealth Management
 

Sovereign Wealth And You

Putting you firmly at the centre of everything we do is core to our culture and enables us to run a genuinely client-focused business.

Becoming a client

By meeting one of our Consultants and taking time to get to know each other, we can build trust and help to establish a long-term relationship with you.

Client Service Charter

View our Client Service Charter which highlights what it means to be a client and details the services that we provide.

Later Life Adviser

Rosemary Lakin is a qualified Later Life Adviser and Member of the Society of Later Life Advisers.