Swindon Financial Services is a Partner Practice of St. James's Place Wealth Management. Based in Swindon and with over 25 years' experience, we offer both private and corporate clients the highest quality wealth management service.
We are committed to providing personal service and concentrate on building long-term relationships, giving long-term financial advice in all areas of wealth management,covering areas such as;
- Inheritance tax planning
- Investment advice
- Pensions advice
- Tax planning
- Paying for care
We offer an individual, personal service managed by director Alex Wilkie an experienced member of the St. James’s Place Partnership; he is supported by a team of administrative staff based in our town centre office in Swindon.
We pride ourselves on our extremely high quality of service, and our business has grown by referral, proving to us that our clients appreciate the level of attention we are able to offer. We work with dedication and integrity to ensure we really understand clients’ needs and offer them the best possible solutions to their long-term wealth management needs.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.