About Us

As a Partner Practice of St. James's Place Wealth Management, we combine over 30 years of experience in the personal finance world with that of a professional and expert company. Together we are committed to delivering a service to clients that ensures satisfaction.

We offer face-to-face advice and specialise in meeting the financial needs of people who have frequently created more capital or who earn higher incomes than average, and whose circumstances and goals require care and understanding.

Our starting point is to listen to what is important to you. What is important in your life and what ideas you have formed about your future? Life changes and your financial planning needs to reflect this: family, career, holidays, hopes, retirement, later life.

From the outset you need advice that is personal and bespoke to you. Our expertise ensures that, over the years, our advice remains informed and relevant to you. Working with RTW Wealth Management Ltd makes that possible.

Our motivation and responsibility is working out how to give you the very best help, both now and for your future.

We offer a personal and comprehensive wealth management service, allowing for the benefit of a single relationship to meet all your financial needs, whatever your priority.

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.

RTW Wealth Management Ltd is registered in England and Wales, Number 09772331. Registered Office: 12 Station Road, St Ives, Cambridgeshire, PE27 5BH.