About Us

We look after private clients, business owners as well as their companies, trustees and charities. We pride ourselves on basing our advice on our strong ethical and moral values as well as a desire to genuinely look after people and help them understand complex financial planning matters in a simple and pragmatic fashion.

It is our goal to help all of our clients plan holistically, considering every aspect of financial planning from ensuring that they, their families and businesses are protected, offering the potential for superior returns on their investments and pensions, as well as asset protection and tax mitigation. We aim to provide and implement bespoke solutions to all of our clients in order to help them achieve their financial goals and objectives. In simple terms, "Holistic Wealth Management Planning", which is tailored for the clients in question based on current Government legislation.

Please click below to obtain further information on some of the services we provide:

  • Investing for capital growth or capital preservation
  • Investing for income
  • Planning for retirement
  • Protecting wealth
  • Protecting lifestyles against risk
  • Mitigating tax liabilities
  • Planning exit of a business*
  • Contingency planning

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.

*Exit Strategies may include the referral to a service that is separate and distinct to those offered by St. James's Place.


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Testimonials

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Adam has always provided expert financial advice in the past and is hugely personable and is always available to discuss client issues. I have no hesitation in recommending him.
David Biggs |CFO, Brighton/London

The Partner Practice 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.

AJG Wealth Management Limited is registered in England and Wales, Number 08231514. Registered Office: 14 Primrose Hill, Brentwood, Essex, CM14 4LT.