About us

Based in the heart of historic Woodstock in West Oxfordshire, we strive to be part of the local community, drawing our client base from the surrounding area and growing through introductions and recommendations.

As a business we believe in goals- based financial planning, helping clients’ money work for them to reach their aspirations. We provide every client, whether personal or corporate, with a clear view of their options with honest advice to help meet their objectives.

Our services include:

  • Protection Planning
  • Investment Planning
  • Inheritance Tax Planning
  • Tax Efficiency
  • Retirement Planning

Our approach is consultative, establishing our client’s life goals then finding appropriate solutions for their finances that will help those goals to be reached.

We provide each individual with a bespoke financial plan which is fit-for-purpose, forward-thinking and robust. We care deeply about what’s important to people and make sure that we come up with suggestions for improvements when the economic situation, financial regulation or personal circumstances change. We hold regular reviews with our clients to monitor if their plans remain on track.

E-Briefing Service

Stay up-to-date with the latest Industry Insights

Enter your email address and register or update your existing email preferences.

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.