Eamonn Cassidy Wealth Management is a Partner Practice of St. James's Place Wealth Management. We specialise in face to face advice to assist you in managing your financial needs, tailored to meet your own specific circumstances. Within the Practice, we have over 19 years of experience in financial services.
Within our Practice, we aim to provide a specialised and professional wealth management, with reliable and professional expert advice for individuals and businesses, to help with securing their financial future which may include:
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
We do not provide 'off the shelf' solutions. We put our clients at the heart of everything we do.
We specialise in providing high quality advice on many aspects of wealth management, working with you to help you achieve your financial goals.
We were recommended to St. James's Place Wealth Management by friends just before we took retirement in 2014. We have never been confident investors but Eamonn’s advice helped us make the necessary decisions. The service we have received from him and Lauren has been exceptional. We continue to recei...
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.