For Life's Journey

“We are driven by a desire to offer a complete financial planning service and we seek to build positive, lasting and long term personal relationships. We are always true to ourselves and we give straight talking, high quality advice that gets to the heart of the challenge. With a first class personal service, we aim to become your trusted and indispensable adviser throughout life’s journey." - Jason Ritchie 

How we guide you

We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.

Business owners
We can help business owners, of any kind, to achieve their business, financial and lifestyle objectives.
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Intergenerational wealth management

Intergenerational wealth management enables families to use their collective wealth to support each other.

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Private clients
We specialise in meeting the financial needs of people who have created significant capital, or who earn higher incomes.
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Inheritance Tax

There are a number of steps you can take to mitigate Inheritance Tax. We will take the time to understand your own specific circumstances and work closely with leading law firms to ensure you are fully protected.

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Retirement planning

Our retirement planning advice and services will give you the help you need to make the most of your retirement opportunities.

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Investment planning

We’re here to make the money you’ve worked hard for, work just as hard for you. Together, we will create a personal investment strategy, and a detailed plan to help you reach your personal goals.

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Testimonials

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Over the years I have had to deal with financial advisers for my business life. Jason was the first advisor I used for my personal finances and I simply expected him to be the same as all the others. He isn’t. Jason blends a professional expertise with a personal interest. He has never pushed one...

M.A

Past performance is not indicative of future performance. 

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.

SJP Approved 04/07/2025

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.

Berkley Square Private Clients is a trading name of Berkley Square Private Clients Ltd. Berkley Square Private Clients Ltd is registered in England and Wales, Number 06416774. Registered Office: 8 Forest Gate, Pewsham, Chippenham, Wiltshire, SN15 3RD.
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Copyright St. James's Place © 2025