About us

We are a family run Partner Practice of St. James's Place based in Hessle, East Yorkshire.

As a Fellow of the Chartered Insurance Institute and although non-practicing, a Fellow of the Institute of Chartered Accountants in England and Wales, Stephen has the knowledge and experience to advise on most issues clients bring to us.

We aim to provide a hassle-free service to our clients whilst helping them plan ahead to grow & protect their wealth and to ultimately spend it or pass it down to the next generations.

Areas Covered:

  • Retirement Planning
  • Investment Planning
  • Tax & Estate Planning
  • Protection Planning
  • Mortgages

The St. James's Place Group offers a wide range of high-grade services to businesses & individuals and as representatives, our clients benefit from a premium level of investment expertise whilst being provided with our trusted advice and service.  

Please contact us if you think we can assist in any way and we look forward to hearing from you. 

Regards, Stephen & Ben.

Your home may be repossessed if you do not keep up repayments on your mortgage.

The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.