Carter Legrand Wealth Strategies was established with the aim of providing bespoke, specialist and personable financial advice to professionals, business owners, entrepreneurs and Private Clients.
From our offices in Nottingham and London, we work with clients on a face to face basis - across the South East, The Midlands and the “Core Cities” – in creating, implementing and reviewing their bespoke wealth strategies.
Whether you are looking at building, growing, protecting or preserving your wealth, we will be able to work with you to help you in achieving your goals, with the support of the St. James's Place Wealth Management Group.
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
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The Partner Practice 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.