PJW Wealth Management became appointed representatives of St. James's Place in July 2013. This has enhanced our ability in client servicing, Financial Planning and Wealth Management. The team of consultants and administrative staff are highly knowledgeable and personable, giving you confidence that your financial planning is in safe hands. Situated in Eastleigh, the business works with clients from across the Country, demonstrating their commitment to long term relationships and service.
PJW Wealth Management is committed to working with you to help you achieve your future goals. The majority of our business comes from personal recommendations or local professionals. The business philosophy is built on three sound principles. Listen, Understand and Advise. Mutual trust, and developing long-term relationships underpin that philosophy.
Our Services include:
- Arranging and protecting *mortgages
- Investing to produce growth and/or income
- Planning for retirement and options at retirement
- Preserving wealth for future generations
*Your home may be repossessed if you do not keep up repayments on your mortgage
The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.
PJW in the Community
We are supporters of the St. James's Place Charitable Foundation and like to support a few charities, the most recent being the neonatal unit at the Princess Anne hospital, Southampton.