About us

Masters Financial Planning Ltd. previously traded as an IFA prior to being invited to join St. James's Place Wealth Management. We have been advising clients for over 20 years, and pride ourselves on the bespoke personal service we give our clients.

Based from the Chilterns we are able to provide advice to clients across the South East of England. Our clients do extend across the UK though.

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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.

Masters Financial Planning Ltd is registered in England and Wales, Number 6247962. Registered Office: 26a High Street, Chesham, HP5 1EP.