Senior Partner Practice of
St. James's Place Wealth Management

Private Client Brochure

At H-J Wealth Planning, we want your experience to be positive in every sense, so we developed a client service proposition.

Business Owners & Directors

We specialise in enterprise wealth management, specifically how business owners can create financial independence.

Specialist Wealth Advice

We offer specialist financial planning advice to enable our clients to invest tax efficiently and help them to utilise the most tax efficient investment vehicles available in the market.


Knowing how to make the best financial plans for your future or preparing the ground for the next generation is hugely important.