Do you have ambitious financial goals but no idea how to achieve them? Creating an effective wealth management strategy can be daunting, unless you have expert help and guidance.
After all, your situation is unique.
You might be working exceptionally hard to build your business or career. Or you might be looking to sell and move on to the next adventure. Perhaps you’ve already reached that point and are now looking to leverage your wealth and ensure a comfortable retirement.
You need specialist advice from people you can trust.
That’s where we come in.
We’re Wealth Managers and as a Senior Partner Practice of St. James's Place we provide a full range of wealth management services in order to match your ambitions with your financial goals.
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.
Will writing involves the referral to a service that is separate and distinct to those offered by St. James's Place or Paul Magee Wealth Management and along with Trusts are not regulated by the Financial Conduct Authority.
*Through Rowan Dartington, the stock-broking arm of St. James's Place.
Paul listened carefully and explained all the options, which made me feel completely comfortable in making the final decisions.
We needed someone who could give us a really personal approach and that’s exactly what we got with Paul.
Claire and Tom
Paul’s advice makes me feel comfortable – I don’t need to worry about markets falling and I know how much I can afford to spend.
What makes us different
At Paul Magee Wealth Management you’re not just a client. We offer a holistic approach and promise to go above and beyond traditional Wealth Management services.
Our trusted Network
It’s not just our expertise that’s available. As a Senior Partner Practice of St.James's Place we can recommend others from our trusted network. If you need an Inheritance Tax specialist, we'll provide you with one. If you need a security specialist, we’ll put you in touch. If you need a corporate lawyer, we’ll find you one of the best. We have access to a wide network of elite professionals across different disciplines. This involves the referral to a service that is separate and distinct to those offered by St. James's Place.
Keeping everything personal
Your individual situation is unique, requiring a tailored strategy to manage your wealth. We’ll take the time to understand your circumstances, take into account your concerns and ambitions for the future, all to provide you with a financial strategy that’s completely bespoke for you.
We handle all of the paperwork
Let us worry about the files, the papers and the charts. We’ll do all of the heavy lifting so that you can enjoy the good things in life and spend more time with your family.
We have your best interests at heart
Our advice is candid, our approach is transparent and our intentions are sincere. It’s both our duty and priority to leverage our expertise to help you achieve your aspirations in the most efficient way possible.
Disclaimer The Senior Partner Practice is an Appointed Representative of and represents only St. James’s Place Wealth Management (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 at www.sjp.co.uk/products.
The `St. James’s Place Partnership’ and the titles `Partner’ and `Senior Partner Practice’ are marketing terms used to describe St. James’s Place representatives.
SJP Approved 06/07/2023
St. James’s Place House 2610 the Quadrant Aztec West Almondsbury BS32 4AQ Bristol