Welcome to Eastern Wealth Management

Making a financial plan can feel like negotiating a maze, but whatever you want to achieve in life, effective financial planning will help you get there, and the sooner you start to save and invest towards your goals, the more potential you have to achieve them.

At Eastern Wealth Management we help you to create the map that navigates you towards your goals, putting your dreams and aspirations at the centre of the plan. We look at where you are now, where you want to be, and stay with you to help keep you on course.

Relationship-based advice

This is the key foundation to successful financial planning. We understand that financial planning will mean different things to different people. We help clients make smart financial choices based on what is important to them.

Straight talking

Complex financial matters need simplistic explanations. We will always explain things clearly in a way you will understand.

Working with us

We build a long-term relationship with you to monitor if your money is working for you in the way that you want. We will meet with you regularly to review your financial plan as well as being on hand for any unexpected changes to your circumstances.

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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Testimonials

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For me, it is the open and honest way Trevor explains everything in a very understandable way. He took the time to get to know our needs and he advised us so that we can achieve a comfortable lifestyle in the future. We would highly recommend that anyone wanting to plan their financial future, ...
Sue Potter, Managing Director, Walcott
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SJP Approved 10/11/2023

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.