Helping to enable financial peace of mind for over 25 years
Curious About Our Culture?
At W&Co. Financial Planning, we like to keep things simple. We don’t need to make financial services any more complicated than it needs to be. For us, it is less about products and more about support; we work with our clients to find a clear path and help them and their families to find future prosperity.
We establish long-term relationships based on trust and common principles, offering reassurance and guidance to our clients. We take these relationships seriously and the W&Co. team are committed for the long-term, often for life and on to future generations, providing financial peace of mind for our clients, their families, and their businesses.
Important notice - Global Microsoft outage update
Microsoft have reported that a major global outage has caused problems, or in some cases disabled entire services, including emails.
This is affecting emails across our business, so please be aware that an email sent to us may not reach us as intended.
If your email is urgent, please contact us by telephone.
What we do
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
Testimonials
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SJP Approved 12/03/2026
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.
