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Partner Practice of
St. James's Place Wealth Management

Herald Wealth Management specialises in offering expert advice in a wide range of important areas including investment planning, inheritance tax planning, pension planning and protection. We also provide specialist tailored financial advice to medical professionals.

Medical Professionals

Our fact sheets are designed to assist clients in their financial planning.

Events

Read more about our upcoming events, including our NHS Pension Seminars.

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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.

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