Welcome to Oliver Reeve & Partners Limited, Partner Practice of St. James's Place Wealth Management.
We help our clients to:
- Be better informed
- Feel more confident about their financial future
- Make better decisions
We aim to respond to your needs whenever they arise and to provide the highest quality of advice in the following areas:
- Long term financial security & retirement planning
- Tax efficient investment planning
- Legacy & estate planning
- Business advice & exit strategy
- Cash management & borrowing
As a Partner Practice of St. James’s Place Wealth Management, we are able to offer the benefits a “Best of Breed” approach to sourcing products and solutions from an award-winning Company. When it comes to our investment process the overriding objective and aim is to achieve superior investment results over the medium to long term.
The majority of our clients are either too busy and/or lack the inclination to manage their financial affairs. Through our advisory process we will help you determine your goals, identify a comprehensive strategy and determine your ongoing servicing requirements.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.