Welcome to H-J Wealth Planning Ltd

We are a long-standing family run business that has a clear mission; to provide invaluable, personalised financial advice, delivered through exceptional client service. We empower families, businesses, and communities to make confident and informed decisions for their financial future.


Testimonials

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I have always had excellent service from Matt, he is always available to talk to and the advice has always been in my best interests. I value him now as a friend as well as an adviser. I would not hesitate to recommend him as I have in the past.

Paul Johnson
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Addresses

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SJP Approved 08/10/2025

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.

H-J Wealth Planning Ltd is registered in England and Wales, Number 07501365. Registered Office: Thirlmere, 11 Ashley Court, Barnt Green, Birmingham, Worcestershire, B45 8XB.