Welcome to circle wealth
At Circle Wealth Partners, we understand that wealth is not just a number; it’s a reflection of your aspirations, hard work and dreams for the future. Discover a bespoke approach that goes beyond numbers. We believe in building lasting partnerships based on trust, transparency, and a commitment to your financial well-being.
Circle your way to financial success.
The wealth you create forms the foundation of your future plans. We guide you through the choices you make as you build this foundation, helping you make good decisions as you plan for what’s ahead – everything from wise investments and tax- efficient saving to thinking about the retirement you might want.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
As your wealth grows, it’s important to look after your assets and have a strategy aligned to the future you’re aiming for. From building tax-efficient investments to managing pension funds and investing business sale proceeds, we maintain our focus on you and your circumstances, tailoring our advice to your needs.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. The levels and bases of taxation, and reliefs from taxation, can change at any time. The value of any tax relief is dependent on individual circumstances.
You work hard to create your wealth, and we work hard to make sure you preserve it. Everything we do is tailored to you, so whether you’re investing for your own future or creating a legacy for the next generation, we guide you through the choices you need to make.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
Looking after the next generation is a key motivator for many, and we help you focus on those who you want to benefit from your wealth. From tax-efficient inheritance plans to setting up trusts and making financial gifts, we help make sure that your wealth is passed on to those you care about.
Trusts are not regulated by the Financial Conduct Authority.
