Paul started as a Financial Adviser in 1993 and joined St. James’s Place in 1997. Joseph joined the Practice in 2014, and the father & son team have run the Practice as a family enterprise ever since. Joseph took on running the Practice formally in 2019 with Paul stepping back to focus on advising clients.
During the 30 years we have been in the industry, we have grown the Practice in the number of advisers and clients. Most importantly retaining our primary focus, which is to deliver the best possible outcomes for our clients.
It is our belief that when clients seek us out, the most important thing they are looking for is that they are given enough information to make an informed decision and the confidence that what they are being told is right for them.
The Practice is now looking after many of the children and grandchildren of our original clients. This is a source of great pride for us as it means that we are fulfilling our promise to clients to provide sound ongoing advice that continues through multiple generations.
A family run Practice with client families.
Our back-office team provides clients with vital support, acting as their advocates and assisting them with paperwork and administration. They are very much on the side of the client.
Looking forward our focus will continue to be as it is now, do the right thing for the client, provide the best possible advice in all circumstances, and fit the advice to the clients’ goals for their future.
Joseph really knows his stuff and is hugely passionate about what he does. He puts time and effort into his client relationships providing consistent and well thought out advice. He also has a distinct skill for making highly technical information easy to understand.
Paul is empathetic, pragmatic, and honest when it comes to giving advice. His 30 years’ experience combined with his straight-talking attitude has enabled him to run a successful family business made up of strong relationships with clients who trust him.
We are proud of the relationships with our clients, recognising that each financial situation is unique and requires bespoke advice. Our team of advisers specialise in a range of services, carving out your dream retirement and making the most of your finances with a tax-efficient strategy. Together we focus on what is truly important to you and those you care about.
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 07/03/2025