Specialist advice

Putting our clients firmly at the heart of everything we do enables us to run a genuinely client-focused business. We specialise in the following areas of advice:

Company directors
We excel in catering to the financial requirements of those who have created more capital or who earn higher incomes.
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Business owners
We can help business owners, of any kind, to achieve their business, financial and lifestyle objectives.
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Contractors
As a contractor, you need to provide your own financial benefits package for retirement, savings and protection against risk. There's lots to think about, and we can make sense of it all.
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Adrian Holland
KWM Financial Planning
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Copyright St. James's Place © 2025