Welcome to circle wealth
The Wealth Circle is our unique way of approaching your financial future. It helps us plan for success during every stage of life.
From creating wealth at the start of your journey to managing it, preserving it, then passing it to the next generation, the circle never stops turning. Wherever you are on your journey, we guide you towards the choices that are right for today and tomorrow – decisions that can unlock the financial future you want.
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.
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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.
Read more“I have been working with Kevin for a number of years now. He has always put my interests first, we have a great relationship based on trust and proven success. I wouldn’t hesitate in recommending Kevin and Circle Wealth Partners to anyone.”
Tony Brearley, COO, GWS CBRE
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.
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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.
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“Throughout the different stages of our life we need tailored and intelligent advice in order to make the best decisions. I founded Circle Wealth with the belief that great advice can only be delivered when we truly understand our clients.”
Kevin Shaw APFS Certs CII (MP&ER)
Chartered Financial Planner