Welcome to SRJ Wealth Management

My philosophy focuses upon maintaining a long-term, trusted relationship with my clients, helping them to understand the options available to them in a simple and straightforward manner, so that they can look to the future with confidence and optimism. Steven Jerath, Partner

Promotions

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Testimonials

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Overall good service both for explaining and proposing products and solutions as well as understanding the clients ‘ needs and constraints.   Expertise, reliable, available.   You understand that it is a pre requisite to understand the clients’ needs ...
Private client| Chief Operating Officer, H2O Asset Management
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SJP Approved 20/11/2023

The Partner 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.