Finlay Wealth Management was delighted to accept an invitation to become a Senior Partner Practice of St. James’s Place Wealth Management.
Both parties are fervent believers in the need to provide clients with a quality, tailored and effective suite of financial advice. It is important to consider the changing financial circumstances of clients and their needs, so we offer a review service to help clients move from where they are now to where they want to be in the future.
The heartbeat of the firm is to provide suitable advice on investment planning, pension planning, pre and post retirement planning, protection and estate planning and in the process develop and maintain meaningful relationships with our clients.
Finlay Wealth Management has a wealth of experience within its practice and in addition we have access to specialists within St. James's Place Wealth Management to support this commitment. We also work closely with accountants and solicitors to ensure that we can provide a wealth management service capable of responding to all your immediate and longer term financial needs.
Each of you viewing this website is unique and we are ready and willing to respond to your own particular circumstances, in our own equally particular style.
