Simon Kershaw & Associates Ltd operates as a partner practice of St. James's Place Wealth Management, a leading UK wealth management organization. The firm specializes in offering personalized, face-to-face advice to individuals, trustees, and businesses to help them achieve their financial goals. Their core services revolve around managing, protecting, and enhancing client wealth, with a focus on investment planning, retirement planning, and inheritance tax planning. They emphasize building long-term client relationships based on trust and professional guidance.

Founded in

United Kingdom