it is the way we do it.
Our Team of advisers specialise in a wide range of services.
Our team of advisers specialise in a wide range of services, whether it is carving out your dream retirement, making the most of your investments with a tax-efficient strategy, or passing on your hard earned assets to future generations. Together we focus on what is truly important to you and those you care about.
Start a conversation with one of our advisers
Call 01252 846688 or email [email protected]
We recognise that choosing how to invest your money can seem daunting.
To help you choose investments that are appropriate to you, St. James’s Place have created risk-related Growth and Income Portfolios from our range of funds designed to help investors achieve their financial objectives.
The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.
The levels and bases of taxation and reliefs from taxation can change at any time and are dependent on individual circumstances.
Transparency of costs
We believe in honest and open communication. Our clients appreciate that the advice we give is confirmed in writing and all costs are outlined and agreed before proceeding. Because your adviser knows you so well, we will always be there with timely advice as your circumstances change.
Virginia Villas, High Street,
Hartley Wintney, Hampshire, RG27 8NW
Hartley Wintney, Hampshire, RG27 8NW
The Partner together with St. James’s Place Wealth Management plc are the data controllers of any personal data you provide to us. For further information on our uses of your personal data, please see the Partner’s Privacy Policy or the St. James’s Place Privacy Policy.
Webster Associates Ltd 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.
SJP Approved 18/3/2024
