We were originally set up by Peter Manikam who was a Founder Partner with St. James’s Place in Dec 1991. Since then the Practice has grown and became a Limited company in 2008. Currently Peter’s son Richard Manikam continues to run the Practice and the Practice continues as a family run financial planning business. We have a wealth of experience and resources to hand, along with the administration and client care support to provide a professional and long term relationship to our clients.
With the hectic lifestyle we all experience today, we have found that very few people have the time or often the inclination to manage their financial affairs effectively. Our core values is to maintain a long term relationship with clients who appreciate a source of trusted advice, as their financial needs evolve over the years.
At one time or another most of us will need to seek financial advice. We bring together professional financial solutions to individuals & businesses who are seeking three principal financial objectives:
- Building and Preserving Wealth - Investment Planning, Retirement Planning, Portfolio Management, Trust* & Estate Planning
- Financial Protection against Risk - Life Assurance, Key Person Insurance
- Managing Cash & Borrowings - Mortgages, Commercial Lending*
We have exclusive access to a range of specialist people and resources within St. James's Place Wealth Management which includes the St. James's Place Distinctive Approach to Investment Management. Having an extensive and long standing relationship with other professionals especially accountants and solicitors, we can provide a complementary and fresh perspective to our clients total financial affairs.
Your Confidential Financial Review
If you would like a Confidential Financial Review, highlighting how Peter or Richard can assist you with your financial situation now and in the future, then please contact us.
*Trusts and commercial lending are not regulated by the Financial Conduct Authority