At Trowlock, we put the client at the centre of everything we do and pride ourselves on offering joined up, financial advice in addition to access to the St. James's Place distinctive approach to investment management.
Business owners have distinctly different financial requirements to private clients. Not only do they have their own personal prosperity to consider, but that of their business and their employees.
As a new client, I have been satisfied with the initial advice, the scope of the service and the wide ranging expertise and infrastucture that supports the offering. Communications thus far has proved to be personal, yet both efficient and effective.
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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.