About us

Our philosophy focuses on maintaining a long-term trusted relationship with our clients, showing distinct quality, integrity and excellence, which in turn gives you peace of mind. We offer clients a bespoke and high level personal service that is rarely seen in today’s financial market place. We take time to really get to know our clients before offering advice. This explains why many of our clients come from personal recommendations.

With the guaranteed advice and our “Best of Breed” approach at St. James's Place Wealth Management Group, we are able to offer a complete service to clients in all aspects of financial planning, namely:-

  • Building and Preserving Wealth e.g. School Fees Planning, Inheritance Tax Planning
  • Managing Cash and Borrowings
  • Personal Protection against sickness and/or death
  • Retirement Planning
  • Will writing* and estate planning

*Please note that this is a separate and distinct service to those offered by St. James's Place and that Wills are not regulated by the Financial Conduct Authority.


E-Briefing Service

Stay up-to-date with the latest Industry Insights

Enter your email address and register or update your existing email preferences.

Testimonials

Item 1 of 10
I have always found Michele Pearson to be a patient and helpful Financial Adviser. She listens carefully to client's investment objectives and is willing to explore a range of financial products to review those objectives.
Private client |Town Planner
of10

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.

Sussex Wealth Management Limited is registered in England and Wales, Number 08142688. Registered Office: Kingfisher House, Hurtswood Grange, Hurtswood Lane, Haywards Heath, West Sussex, RH17 7QX.