About Us

How can we help you?

We take the time to help you create your plan for a successful financial future. 

But what does this mean?

Simply put, we take you in to your financial future and consider all the moving parts of your financial world.

We consider things that you want to happen and some things that you hope don’t!

This discussion forms the basis of a Financial Plan that protects against the risks and provides a clear pathway to your goals, which we will review with you regularly.

Why are reviews important?

Your priorities and circumstances will change, and a good Financial Plan needs to change accordingly. As your professional Advisers, we will support you in revisiting and responding to these changes, helping your financial plan to deliver your expected outcome.

A good Financial Plan provides peace of mind and works away in the background as you get on with the here and now. This is what we mean by ‘putting time on your side’.

PFP Wealth Group Ltd is a leading advice Practice within St. James's Place, with offices in the Cotswolds, Northern Ireland, the Wirral and Yorkshire.