Business Details
Trusted Financial Advisers for Wealth Solutions
As a Partner Practice of St. James's Place, we focus on delivering tailored financial solutions to help clients achieve or maintain financial security. Our approach is rooted in core values of excellence and integrity, ensuring that all recommendations align with individual client needs. We specialise in Investment Planning, Inheritance Tax Planning, Pension Planning, and Protection Planning, with a commitment to building long-term relationships. Our services are designed to address both current and future financial goals through personalised advice. We operate under the regulatory oversight of the Financial Conduct Authority, maintaining the highest standards of professionalism.The value of investments is linked to fund performance, with potential for capital loss. We prioritise client education and transparency, offering no-obligation consultations to explore financial requirements. Our team combines industry expertise with a client-centric philosophy to deliver measurable outcomes. We adhere to strict compliance protocols and maintain affiliations with reputable financial institutions. Our practice focuses on empowering clients through informed decision-making and comprehensive wealth management strategies.
Services
Investment Planning
Pension Planning
Inheritance Tax Planning
Protection Planning
Retirement Planning
Corporate Services
Mortgages
Wealth Preservation
Highlights and features
- We build long-term relationships with clients through transparent communication
- Our team holds specialist expertise in inheritance tax and pension planning
- We operate under FCA regulation for financial services compliance
- We provide no-obligation consultations for all financial requirements
- Our advice is tailored specifically to individual client circumstances
Associations and certifications
- Financial Conduct Authority (FCA)
Services
Investment Planning
We develop customised investment strategies aligned with client risk profiles and financial objectives. Our solutions focus on capital growth while maintaining appropriate risk management. Clients benefit from access to St. James's Place's comprehensive fund range with regular portfolio reviews.
Pension Planning
Our pension planning services optimise retirement savings through tax-efficient structures and phased withdrawal strategies. We specialise in consolidating existing pensions and maximising tax-free allowances. Clients receive ongoing guidance to ensure adequate income throughout retirement.
Inheritance Tax Planning
We implement strategies to minimise inheritance tax liabilities while preserving family wealth. Services include trust structures, lifetime gifting strategies, and business property relief opportunities. Our approach ensures compliance with current tax legislation while protecting client assets for future generations.
People
Stuart Strickland
Wealth Management Adviser
Stuart Strickland leads Strickland Wealth Management as an authorised representative of St. James's Place. With extensive experience in financial planning, he specialises in creating tailored wealth management solutions. His approach focuses on building long-term client relationships while maintaining strict compliance standards.
Questions
What financial planning services do you offer?
We provide investment planning, pension solutions, inheritance tax planning, and protection strategies tailored to individual client requirements.
How are investment values determined?
Investment values directly reflect selected fund performance, which can fluctuate resulting in potential capital gains or losses.
Are your services regulated?
Yes, we operate under the Financial Conduct Authority's regulatory framework as an appointed representative of St. James's Place.
Can I get a no-obligation consultation?
We offer free initial consultations to discuss your financial requirements without any commitment.
How do you tailor financial advice?
We conduct comprehensive needs assessments to create personalised solutions aligned with your specific financial circumstances and goals.
