Established in 2005 by Jonathan Smith, JMS Wealth Management is an Appointed Representative and Senior Partner Practice of St. James's Place Wealth Management. The practice focuses on building long-term, trusted relationships with clients to help them achieve their financial goals. They provide bespoke, face-to-face advice in areas including investment planning, retirement planning, inheritance tax planning, and corporate financial services. As part of St. James's Place, they offer clients the benefits of a large, established organisation's investment management approach while maintaining the personal service of a smaller practice.

Founded in

United Kingdom