Cranwell Wealth Solutions Limited, a Partner Practice of St. James’s Place Wealth Management was established in 2012 by Stephen Palmer. Due to team expansion Cranwell Wealth Solutions Limited acquired new town centre premises in Uckfield, East Sussex.
Our approach is one of client solutions based around bespoke advice. All our efforts are focused on securing long term tax efficient strategies for clients' money through the application of our knowledge and expertise.
We recognise that your financial situation is unique, and therefore if financial advice is to be truly valuable, it must be based on a comprehensive and detailed overview of your financial circumstances.
That is precisely what we mean when we say that, as representatives of St. James's Place Wealth Management, we offer a personal wealth management service.
We operate our business with the utmost integrity at all times and with the clients’ specific needs as paramount.
Equally important is the transparency of our operations and costs. All advice we give is confirmed in writing and all costs are outlined and agreed with the client before proceeding.
The best way that we can help you reach your goals is to provide you with appropriate advice and guidance now and on an ongoing basis ensure that the solutions we put in place remain effective, no matter how your circumstances change.
This is reflected in the service our clients receive and the way in which it is provided.
The levels and bases of taxation, and reliefs from taxation, can change at any time. The value of any tax relief depends on individual circumstances.