A successful and well-established business of Financial Planners, we’re one of the largest and most successful practices within the St. James’s Place Wealth Management Group. So, this is a great place to start a new career as a Wealth Management Adviser.
Founded in 2000 by Stuart Willson, we’re a growing team of experienced and highly qualified financial service professionals renowned for our integrity. Our 3,000+ UK clients are in the safest of hands because we’re passionate about delivering high quality service with personal and responsive financial advice.
An exciting future
We have some very exciting plans for the future. We’re growing our team and significantly investing in the next generation of Wealth Management Advisers. We have created our own innovative training programme at our Career Development Centre in our new offices at Prince’s Dock in Liverpool.
We’re big enough to provide you with fantastic support and development, yet small enough for you to make a big impact. Financial Services is a growing sector of UK industry. Latest figures show there's around £6.6 trillion of wealth held by people aged 55 and over in the UK, of which some £920 billion is due to be passed down to future generations over the next 30 years*. Wealth Management Advisers numbers aren’t enough to satisfy the demand for trusted financial advice, so this is a great time to start a rewarding career as a Wealth Management Adviser.
*St. James's Place research carried out by Capital Economics, published in June 2017
St. James’s Place
Willson Grange is a representative of St. James’s Place, a well-established FTSE 100 business and one of the UK’s leading wealth management organisations. Extremely successful, the St. James’s Place Partnership manages over £90 billion of funds.
As one of their ’Principal Partner Practices’, we manage more than £320 million of funds on behalf of clients and benefit from the support and expertise of one of the most highly regarded teams in financial services.