Mark Barclay Wealth Management
Financial Services - N/A, N/A, UK
Mark Barclay Wealth Management Employees
Mark Barclay Wealth Management Details
Mark Barclay Wealth Management is a Senior Partner Practice of the highly regarded St. James's Place Wealth Management, one of the leading wealth management organisations in the UK. Our practice philosophy focuses on maintaining long term, trusted relationship with clients. We offer a personal service tailored to suit our clients' financial needs and aspirations characterised by distinct quality, integrity and excellence. The business started with St. James's Place Wealth Management in Oxford in January 2010 and moved to our offices in Summertown in 2017 where we continue to grow our team to deliver the best solutions and service to our clients. Whether you are looking to build, grow, protect or preserve your wealth we provide private clients and businesses with a single point of contact for all their wealth management requirements. Through St. James's Place Wealth Management we offer a distinctive approach to investment management and retirement planning based on a personal insight into clients' financial goals and aspirations. St. James's Place do not employ any in-house investment managers but instead carefully select a number of external wealth managers, of outstanding ability, to manage our clients' range of funds. The Investment Committee Stamford Associates, Redington and other independent consultants play an important role in the selection management of fund managers.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). *The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.*
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