About us

We are keen to support you in building robust financial plans in a relaxed and friendly environment. We offer support to both business and personal customers to help you to achieve your financial goals for the future.

Many of us would like a secure financial future for ourselves and our families and with successful targeted planning, together we can make this possible. At Priory Wealth Management we provide advice on a face-to-face basis to build a strong rapport with our clients that ensures a long-term relationship for the future.

We offer clients a bespoke, high level of personal service that is rarely seen in today’s financial market place. We take the time to really get to know our clients before offering advice. This explains why many of our clients come from personal recommendations. We seek regular feedback from all of our clients to ensure we maintain excellent customer service.

We also ensure we simplify any financial jargon so that our clients receive clear financial advice and understand everything fully. Your plans will be reviewed on a regular basis to ensure that they continue to be relevant to your circumstances.

Being a Senior Partner Practice within St. James's Place means we are able to deliver outstanding service and commitment to our clients.

We look forward to working with you.

James and Lana


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Testimonials

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I want to take this opportunity to thank you very much for the expert advice you have given me. The service and support has been exceptional and I’m provided with complete peace of mind in relation to my financial planning. I feel very lucky to have you looking after my finances.
Patricia Walker |Retired, Chipping Norton

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.

Priory Wealth Management Ltd is registered in England and Wales, Number 10250183. Registered Office: Suite 8, The Priory, Priory Road, Wolston, Coventry, CV8 3FX.