Who we are
Cole Wealth Management is a Senior Partner Practice of the prestigious St. James's Place, one of the UK’s most prominent, award-winning FTSE 100 organisations with its distinctive investment management approach.
We specialise in Investment Planning, together with Retirement and Tax Planning. We are also licensed to advice in the areas of Final Salary Pensions and Long-term Care Planning.
The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and the value may fall as well as rise. You may get back less than the amount invested.
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.
