Planned Wealth

About Planned Wealth

We are specialists in holistic and integrated wealth management, with a strong focus on inter-generational planning. We combine the institutional strength of the St. James's Place Group with the personal service of an owner-led boutique firm, focussed on delivering exceptional client outcomes. We endeavour to be a source of trusted advice for each generation of our clients’ families, to meet their financial requirements as they evolve over the years. We offer practical solutions and broad-based advice to business owners, private clients, families, and SMEs, helping them find practical solutions to the financial issues that concern them most. Our advice covers all areas of wealth management, including retirement planning, investment planning, business and estate planning. Our emphasis and priority is always on building and maintaining long-term, trust-based relationships with our clients and their families. Planned Wealth 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/product. The title 'Partner Practice' is a marketing term used to describe St. James's Place representatives. SJP Approved 08/04/2025

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