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Working with other specialists

Like us, all Partners of St. James’s Place Wealth Management are experts in their own right, some have exceptional expertise in specific and often highly technical areas. If your circumstances require this expertise for a particular issue, we will consult and if necessary introduce you to a specialist colleague from within the Partnership, just as we are consulted on particular areas by other Partners.

We often work alongside clients’ own solicitors and accountants providing a complementary service and a fresh perspective to ensure that all aspects of their financial affairs are considered.

Should you be looking for an Accountant or Solicitor we can refer you to one of our own contacts with whom we have established a professional relationship with.