The Graham Harms Practice

Established in March 2008, The Graham Harms Practice has built a reputation as a trusted Senior Partner Practice of St. James's Place, one of the UK's leading wealth management organisations. Our approach combines the expertise of St. James's Place's carefully selected external wealth managers with our commitment to providing bespoke financial advice tailored to individual client needs. We specialise in investment management, retirement planning, protection planning, and corporate services, ensuring clients receive comprehensive solutions for building, growing, and preserving wealth. Our team in Newbury acts as a single point of contact for clients across the UK, prioritising long-term relationships and transparent communication. We keep clients informed through our E-Briefing Service, offering insights into market developments that may impact their financial goals.

As an Appointed Representative of St. James's Place Wealth Management plc, authorised and regulated by the Financial Conduct Authority, we adhere to rigorous professional standards. Our services extend to intergenerational wealth management, mortgages, and specialist banking, reflecting our dedication to addressing diverse financial needs. We invite clients to engage in discussions about their financial requirements, ensuring they receive personalised guidance aligned with their aspirations. The value of investments is directly linked to fund performance, and clients are informed of potential risks, including capital loss. Our practice, registered in England and Wales with company number 06535770, operates from 1 Flowers Farm Cottages, Tidmarsh Road, Pangbourne, RG8 8EU.