Welcome to Berkeley St. James Financial Planning

We provide Wealth Management advice to individuals and businesses around the country.

Our advice is tailored to meet your personal and/or business objectives.


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Testimonials

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Rhiannon has given us sound and trustworthy financial advice, while listening carefully to our aims and wishes. We are very happy with the service. She and her staff offer and highly recommend her services.
Private Client
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 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.