Senior Partner Practice of St. James's Place Wealth Management
Jack C Price is business owner and Co-Founding Partner at Castle Court Wealth Management LLP, a Senior Partner Practice of St. James' Place Wealth Management.
He has enjoyed a successful career with 20 years’ experience working in global investment, corporate advisory and high net worth individual planning. Castle Court Wealth Management LLP were invited to join the St. James's Place Partnership in 2012.
Jack enjoys engaging with a varied group of clients. He offers bespoke wealth management advice and support to a select number of likeminded private individuals and corporate clients helping them to attain their financial planning goals to build value and long-term security.
As a Private Client advisory, Jack focuses primarily on the SME/Business owner market and high net worth individuals, including professionals, sports/media and entertainment. In addition, he offers specialist advice in Personal Injury proceeds and managing clients through divorce settlements.
For a niche client base of the SME sector, Jack consults on the many aspects of gaining and extracting value from the business and securing wealth, mentoring a number of owner managed company clients and providing expert advice to those undertaking or contemplating a full or partial disposal of their business.
As a business owner, Jack shares and appreciates the challenges of running a driven operation. Understanding the clients end goal and route to security, is the under pin of his planning proposition.
Exit strategies may include the referral to a service that is separate and distinct to those offered by St. James's Place.
The Partner Practice 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/about-st-james-place/our-business/our-products-and-services. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.