About Us

Financial planning is not just about your money, it’s about what’s important to you. We can help you achieve what you want from your life by providing you with a comprehensive, high quality and consistent financial planning service that is completely centered on you and your goals.

We know the positive impact a clear financial plan and strategy can have — it can help change lives, it helps you make smart decisions, and it gives you peace of mind.

It provides a reassurance that only comes from a true understanding of where you are today and where you are going tomorrow.

We are here to help turn the uncertain into the more certain. Though we can’t predict the future, we will work with you to make sure you are in control and will help you make the best use of your assets, investments and tax position.

We want to help you achieve a financial strategy for life.


Insights and E-Briefing Service

Visit Insights to read articles and news to help you make informed decisions about your wealth or sign up to the E-Briefing Service; a personalised email communication service that keeps you informed on the issues that might impact your wealth.

Testimonials

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Paul and Geoff are exceptional at what they do. They provide a totally professional and highly efficient service, combined with outstanding relationship management which makes you look forward to your next meeting with them! I can highly recommend their expertise and service.
Lucy Mullins |Managing Director, Oxford

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.

WB Wealth Limited is registered in England and Wales, Number 08563741. Registered Office: 11 Hamilton Place, Mayfair, London, W1J 7DR.