Who We Are
Stevens Wealth Management Ltd is a Partner Practice of St. James's Place, and provides highly personalised, face-to-face financial advice to individuals, families, businesses, business owners and a select group of private clients.
Specialising in intergenerational wealth management, we understand that no two families are the same and that wealth has traditionally passed from one generation to the next on an ‘as and when’ basis.
An ageing population that is living longer now means that it is prudent to consider the needs of four generations, rather than just one or two.
Intergenerational wealth management challenges that notion and looks at how families can use their wealth more collaboratively to support each other during their lifetimes. This offers legitimate estate planning and tax planning opportunities, while helping to alleviate the financial burdens of everyday life.
In essence, we help you achieve the financial future you and your family aspire to, helping you to understand the available financial opportunities and to mitigate risks. This way, your wealth benefits those you most care about for many years to come.
Calling upon over 25 years experience in the personal, intergenerational, corporate, employee benefit and offshore financial planning markets, we build long-term relationships on mutual trust and respect and pride ourselves on never selling you an off-the-shelf solution.
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.
