JMS Wealth Management, Senior Partner Practice of St. James's Place Wealth Management

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.