About us

With over 30 years experience in the financial services industry we are well placed to advise you.

We specialise in providing bespoke financial planning and wealth management services to individuals, businesses, families, trusts and charities. We believe passionately that the cornerstone to building long-term client relationships is through consistent face-to-face advice and a transparent, thorough approach. We place a strong emphasis on making complex decisions easy for our clients.

The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.

Point To Point Financial Management is a trading name of Point to Point Financial Management LLP. Point to Point Financial Management LLP is a Limited Liability Partnership registered in England and Wales, Number OC423657. Registered Office: 6 Newbury Street, Wantage, OX12 8BS.