At Circle Wealth Partners our number one priority is to ensure clients are in the best possible financial position for their long-term future. We help our clients to pursue their wealth management goals through face to face financial planning advice, astute investment management and by utilising our access to the Partnership of St. James’s Place Wealth Management, as a Senior Partner Practice.
For us it is not just about keeping our client’s finances protected. We make a point of understanding their ambitions and lifestyles to then build strategies which aim to make them possible. We have access to carefully researched and selected global investment funds, whose fund managers are closely and regularly monitored by the St.James’s Place Investment Committee. We believe we are at the forefront of the advice industry and we promise our clients that we will continue to invest in our advisers’ experience, academic and professional qualifications, to ensure you receive the highest quality standard of advice within our industry.
We are based in Woking, Surrey and have an office in Mayfair, London.
OUR COMMITMENT TO YOU
We promise to focus on you, to put your interests before any opportunity to promote our services to you; to listen carefully and deliver a solution that suits you best in terms of your goals and circumstances. We promise to keep on supporting and informing you and your loved ones long term, doing everything we can to safeguard you, and help you achieve your financial goals. This is the Circle Wealth promise, and this is our commitment to you.