Expert financial advice made personal

To help you live for today and plan for tomorrow

Welcome to North Wealth Management

We specialise in offering expert advice in a wide range of important areas, including investment planning, inheritance tax planning, pension planning and protection.

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Specialist financial advice for PGA members

We’re delighted to be selected as one of the regional wealth management practices, providing PGA members with face-to-face financial advice. 

At North Wealth Management, we believe that all financial advice should be based on long term planning, not short-term wins. Whether you are just starting out on a professional career in golf, or nearing the end of one, it’s never too late to begin to plan for making the most of your money.

SJP Approved 23/01/2024

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.