BECOME A CLIENT
Become part of an exclusive network, and let us help you build the future you want to see.
Our team is highly-knowledgeable and skilled in establishing and managing businesses. Gain access to specialist business advice tailored to support and protect you, your business, your goals and aspirations.
We will work with you to implement a bespoke plan to protect your business and optimise its growth potential.
Our experts will create a bespoke portfolio of protection solutions to help the stability of your business.
Helping you to provide an enticing employee benefit scheme is good news for your employees and the company.
Our experts will help you plan a seamless exit strategy suited to both your business needs and individual circumstances.
Diversifying your assets through tax efficient investment management can help support your business’ growth.
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.
The levels and bases of taxation, and reliefs from taxation, can change at any time. The value of any tax relief depends on individual circumstances.
Exit Strategies may include products and services that are separate and distinct to those offered by City Wharf Private Wealth and St. James’s Place.
A full service modern boutique wealth management firm. Providing face-to-face advice combined with technology.
City Wharf Private Wealth is a trading name of City Wharf Private Wealth Ltd. City Wharf Private Wealth 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. The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives.’ City Wharf Private Wealth Limited is registered in England and Wales, Number 12529461. Registered Office York House, 23 Kingsway, London, England, WC2B 6UJ.
Necessary cookies are absolutely essential for the website to function properly. This category only includes cookies that ensures basic functionalities and security features of the website. These cookies do not store any personal information.
Any cookies that may not be particularly necessary for the website to function and is used specifically to collect user personal data via analytics, ads, other embedded contents are termed as non-necessary cookies. It is mandatory to procure user consent prior to running these cookies on your website.