Personal and trusted relationships are at the centre of everything that we do on behalf of our clients and their families. We provide wealth management advice to individuals, businesses, charities and families across the UK. Our advice is specifically tailored to meet your objectives.
Simon Roffey, Partner
I provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
Simon Roffey took time to listen to us, getting to know our Regiment, understanding what the Commanding Officers and 21C’s priorities were and our goals for the management of the regiment’s funds entrusted to us. He took the whole picture into account.
To feel secure that we are doing the ...
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.
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The Partner 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.