For Life's Journey

“We are driven by a desire to offer a complete financial planning service and we seek to build positive, lasting and long term personal relationships. We are always true to ourselves and we give straight talking, high quality advice that gets to the heart of the challenge. With a first class personal service, we aim to become your trusted and indispensable adviser throughout life’s journey." - Jason Ritchie 


Promotions

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Testimonials

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Matthew has been my financial adviser for over 4 years, and during that time my trust for him has exponentially grown. Over this time he has helped me considerably with my wealth planning; taking the time to get to know my current family situation and both my short and long term aspirations. 

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Private Client

SJP Approved 19/07/2023

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.

Berkley Square Private Clients is a trading name of Berkley Square Private Clients Ltd. Berkley Square Private Clients Ltd is registered in England and Wales, Number 06416774. Registered Office: 8 Forest Gate, Pewsham, Chippenham, Wiltshire, SN15 3RD.