Based in the beautiful town of Totnes in Devon, Burn-Jones Wealth Management Ltd is able to provide a calming influence on clients' financial situations. With a mainline train station, assisting clients with complex cases in London or other major cities is very easy. All initial consultations are entirely without obligation and preferably in the comfort of your own home or office.
Planning for your future doesn’t happen in a day, which is why we create long-term relationships with our clients so that as circumstances change we can ensure that they have been considered and provided for.
We work with you to clarify the investments that you already have and help you to understand their role in securing your financial future. We can assist in quantifying what you want to achieve in terms of financial goals and time frames, ensuring that they are realistic and achievable. We will then build a plan and arrange to monitor your progress, providing the service you want, when you want. All initial consultations are entirely without obligation.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
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I just wanted to thank you for seeing us and that the advice and ideas that you implanted have had a HUGE impact already on how we view our situation. You said some things which struck a real chord with my wife and the reassurance that she took from your comments has really made a big difference. I ...
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.