With today’s hectic lifestyles, we find that few people have the time or inclination to manage their financial affairs effectively. However, at some point most of us will need to seek financial advice. We believe that financial services is very much a 'people business' and we are committed to providing high levels of client service at all times.
About Grierson Wealth Management
With the hectic lifestyles we all experience today, we find that very few people have the time or often the inclination to manage their financial affairs effectively. That is hardly surprising as the financial world we live in is complex and fast changing. At one time or another however, most of us will need to seek financial advice. We believe that financial services is very much a ‘people business’ and we are committed to providing high levels of client service at all times.
We offer both individual and business clients a wealth management service of distinct quality and professionalism and expertise to help you fulfil your aims and aspirations as well as offer that all important ‘peace of mind’ for the future. We offer the benefit of a single relationship to meet all your financial needs. This is delivered through personal face to face relationships founded on trust, excellent service and superior wealth management planning. We help clients create bespoke financial planning solutions based on their individual circumstances through the implementation of straightforward, or, if necessary, a complex, multi-faceted plan.
Grierson Wealth Management, a Senior Partner Practice of one of the leading wealth management companies, St. James's Place Wealth Management Plc, gives us access to in-depth specialist professional expertise, a distinctive approach to Investment Management and, most importantly, guarantee, as St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group.
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
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Martin’s advice and guidance have helped us to build up a solid financial portfolio. He explained the inheritance tax maze in easy to understand language, putting our minds at ease on several points. Martin has a very pleasant personality and communicates well with his clients.
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.