We have come a long way over our 20 years in business working with our clients in Morpeth and beyond.
We deliver a truly personalised service for all our clients, which has been the basis for our growth and success. Based in Morpeth with clients all over the UK, we provide advice for Individuals, Families, Business Owners & Entrepreneurs.
We provide professional advice across a wide range of financial planning needs. Whether you are looking to build, grow, protect or preserve your wealth, we can help.
SJP Approved 08/08/2025
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.