The Wells & Co. team is purposefully small and yet it is mighty. We have the finely-tuned expertise to help you with a whole array of financial planning and wealth management needs. Whether you’re taking your first step into the world of savings and investment planning, or planning for a well-deserved retirement, or looking for corporate advice, we’re here to support you and make your goals a realistic proposition.
Whether you are looking for traditional solutions or support with an out-of-the-ordinary scenario, we offer the same Wells & Co promise: impeccable service, tailored specifically to you.
For Individuals and Families
We work with clients through the full extent of their financial lives. We’d love to be involved at any and every step of your journey, from setting up your first ISA, to retirement and beyond.
For Businesses
Our corporate services support all aspects of running a successful business. We can shape a plan to help you grow, sustain and protect the things you have worked so hard to build.
For Professionals
We understand that you have a hectic lifestyle, which can leave little time to look after your own personal finances. Additionally, the more you achieve professionally, the more money you are likely to earn so your personal financial landscape becomes more complex.
For Private Clients
Managing wealth presents many common challenges. However, at the core of our private client service is an appreciation that many higher net worth clients have alternative goals motivations. These can be far-reaching and complex, but always unique to each individual.
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.
