We provide comprehensive financial planning and wealth management services, helping individuals and businesses to achieve their financial goals, irrespective of their resources or life stage.
Clients can visit the team in our high street branch located in the heart of Uckfield town centre in East Sussex.
We welcome drop in’s or booked appointments.
We equally visit clients in their own homes or via a video call if they prefer.
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
Financial Planning is the discipline that helps you identify your objectives, and provides a cohesive and strategic plan which aims to achieve them. We have broken our approach that we take with all clients into 7 main areas, known as our 7 circles of financial planning. This is the process we take you through when we first meet.
SJP Approved 17/09/2025
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.