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

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.