Stephen Ruane

Frizzell Wealth Management Ltd

Frizzell Wealth Management a Senior Partner Practice of St. James's Place Wealth Management, has extensive and valuable experience within the Financial Services sector. St. James Place is highly regarded as one of the leading wealth management organisations within the UK and has an award winning distinctive approach to Wealth Management. Based in Wallingford, Oxfordshire we offer bespoke relationship based advice to individuals, families & businesses in Oxfordshire, Hampshire, the home counties and London. One of our key aims is to provide a highly professional and personal approach to financial planning. Our philosophy focuses upon maintaining a long-term, trusted relationship with clients, showing distinct quality, integrity and excellence, which in turn gives both private and business clients financial peace of mind. The level of satisfaction may be judged by the fact that most new clients are personally recommended by existing clients. We specialise in providing high quality personal advice on many aspects of wealth management, advising clients of widely differing financial resources and of all ages. Additionally, we assist businesses in the increasingly complex area of corporate financial planning, providing guidance on pensions, protection for directors, key employees or shareholders, tax planning and aspects of exit strategy planning.