Ian Boag established his own business back in 1988 after many years gaining knowledge and experience within various financial services businesses. His aim was to bring a personal, long term emphasis and commitment to his clients’ financial affairs. We believe that this is what has been achieved and it remains the ethos of the business.
As a Partner Practice of St. James's Place Wealth Management, we now believe that we can offer the ideal solution for our clients, combining our small business personal service with big business resources and support. This helps us provide the best possible financial outcome for our clients and means that our business will continue to be a success long into the future.
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
Enter your email address and register or update your existing email preferences.
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.