We firmly believe that planning for a secure future, be it for yourself, your family, or your business is one of the most important steps you will ever take. We appreciate that your financial situation is unique and therefore if financial advice is to be truly valuable, it must be based on a comprehensive and detailed overview of your financial circumstances. However, unless your plans are acted upon and regularly reviewed, changes in your circumstances or the effects of inflation may erode their value.
As a Partner Practice of St. James's Place Wealth Management, we can provide you with a personal wealth management service designed to meet your short and long-term needs. We can help you reach your financial goals by offering you the appropriate advice and guidance now and by ensuring that any plans put in place remain effective in the future, no matter how your circumstances change.
The R J Vaughan Wealth Management team have over 40 years’ experience in Financial Services, including 23 years as an Independent Financial Adviser Practice prior to joining St. James's Place Wealth Management. In addition to our own experience we have access to specialists within St. James's Place Wealth Management, as well as links with other professional bodies including solicitors and accountants, thus enabling us to offer you a holistic wealth management service designed to meet both your short and long-term needs.
We very much look forward to building a professional and valuable relationship with you in the future.
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
We do not provide 'off the shelf' solutions. We put our clients at the heart of everything we do.
We specialise in providing high quality advice on many aspects of wealth management, working with you to help you achieve your financial goals.
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.