Who we are
Established in 2016, and an Associate Partner Practice of St. James's Place, at Lethbridge Wealth Management we offer clear, personalised financial advice to over 300 clients across the UK.
The three main pillars of the work we do are Investment Planning, Retirement Planning and Protection Planning from financial risk. Increasingly, these core areas lead to additional discussions around Estate Planning and Business Tax Planning, for which we are often asked to provide advice to our clients on a day-to-day basis.
We are also proud to support the St. James's Place Charitable Foundation through a monthly covenant – a crucial way for us to give back to those less fortunate. Additionally there are numerous fundraising events throughout the year which allow us to further the Foundation’s work.
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.
