About Us

We serve individuals, families and businesses throughout the Newcastle, Sunderland and Durham area.

Planning for a secure future, whether for yourself, your family or your business, is one of the most important steps you will ever take. It is useful to review your financial situation regularly in order to take advantage of any developments in legislation and tax law. If there are changes in your circumstances, such as starting a family, changing jobs, starting your own business or receiving an inheritance, a review of your financial goals is crucial.

Our service is grounded in the highest professional standards. We recognise that each of our clients is unique and deserves a bespoke service, tailored to their own financial needs and future aspirations.

The practice is built on the four cornerstones of: honesty, integrity, professionalism and first-class service.

We work closely with all of our clients, building a relationship based on trust and an in-depth understanding of their personal finances. This ensures that we are able to provide the advice that is needed, when it is needed.

Please do not hesitate to contact us with any queries.


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Testimonials

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Stephen has always put my interests first by giving sound and trustworthy advice. He identified my initial financial shortfalls and went onto give me a first class spread of investments mitigating a significant Inheritance Tax Issue along the way. I would not hesitate to recommend him to anyone.”
Harry Eyre |Retired Head Teacher, Washington
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.

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.