We specialise in providing high quality personal advice on many aspects of wealth management, advising clients of widely differing financial resources and of all ages. Additionally, we assist businesses in the increasingly complex area of corporate financial planning, providing guidance on pensions, protection for directors, key employees or shareholders, tax reliefs and aspects of exit strategy planning.
St.JamessPlace is one of the UKs leading wealth management organisations, managing client funds of85.7 billion. The company was founded in 1991 by Mike Wilson CBE, Sir Mark Weinberg and Lord Rothschild and today through its Partnership provides reliable and expert advice in all aspects of wealth management.As a client, you will receive a personalised face-to-face advisory service from our business, whilst having access to a distinctive investment management approach and the backing and re-assurance of investing with an award winningFTSE 100 company.2017
Best Wealth Manager Shares Awards
Wealth Management Company of the Year City of London Wealth Management Awards
Best Private Client Investment Manager Wealth Adviser Awards
2016
Best Financial Adviser Personal Finance Awards
Best Wealth Manager Shares Awards
Best Wealth Manager What Investment Readers Awards
Pension Firm of the Year Financial Directors Excellence Awards
Best Private Client Investment Manager Wealth Adviser Awards
Wealth Management Company of the Year City of London Wealth Management Awards
Location: 13 Bridgeland Street, Bideford, EX39 5JH
Qualifications: Richard Stone DipPFS
Over 25yrs experience in financial planning
FCA Registration Number: 189863
Regulations: The Partner Practice represents only St.James'sPlace 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 websitewww.sjp.co.uk/products. The 'St.James'sPlace Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St.James'sPlace representatives.
Little Pebbles Financial Solutions Ltd is registered in England and Wales, Number 7990393. Registered Office: 69 High Street, Bideford, Devon, EX39 2AT.