At Eswaran Stone Chartered Financial Planners we provide quality advice offering a wide range of services for all aspects of financial planning including portfolio management, investment planning, pensions, trust* and estate planning. Helping you to achieve your financial aims and aspirations as well as peace of mind for the future. Our offering, supported by the successful St. James's Place Wealth Management, is to provide face-to-face financial advice, tailored to your individual needs and reviewed regularly.
It is our philosophy to build exceptionally strong, trusted and long lasting relationships with our clients. Our team of advisers is able to offer advice to clients across London and the South East.
We offer access to the exclusive range of St. James’s Place products with its distinctive approach to investment management. The suitability of our advice is guaranteed by St. James’s Place Wealth Management.
We provide a comprehensive range of solutions for all aspects of financial planning including portfolio management, investment planning, trust* and estate planning and pension and annuities.
Eswaran Stone Chartered Financial Planners align with St. James's Place and deliver on our commitment with:
- Providing personal face-to-face financial advice
- Review financial affairs regularly
- Manage investments effectively
- Ensuring correspondence and literature is clear and easy to understand
- Listen to feedback
- Ensure dealings are sensitive to needs
Our team of advisers are able to offer advice to clients across London and the South East.
*Trusts are not regulated by the Financial Conduct Authority.