About us

'Clear And Professional Financial Advice You Can Trust’

Berkley Square Private Clients, a Senior Partner Practice of St. James's Place Wealth Management, have extensive and valuable experience within the financial services sector. Our key aim is to provide a highly professional and personal approach to financial planning for both private and corporate clients as well as for professionals.

We call this service "Bespoke Financial Planning". It empowers and enables our clients to create a firm foundation to help them in meeting their own personal financial objectives. This in turn allows them to look to the future with confidence and optimism.

We work closely and confidently with all of our clients, meeting with them regularly and keeping them updated with topics and discussion that may relate to their personal financial circumstances.


Insights and E-Briefing Service

Visit Insights to read articles and news to help you make informed decisions about your wealth or sign up to the E-Briefing Service; a personalised email communication service that keeps you informed on the issues that might impact your wealth.