GCA Financial Planning was established in 1987 and became a Partner Practice of St. James's Place Wealth Management in 2017. We have built our business through personal recommendation over those years. Based in Durham City, we provide face-to-face and virtual meetings with clients, either in their homes, workplaces or at our socially-distanced meeting room facility in High Shincliffe.
Over the years we have dealt with a broad range of client circumstances with vastly differing needs. We offer tailored advice across a wide range of areas. Our approach is based on a simple concept:
We take great pride in our professional and principled approach.
Our role is to advise, facilitate, and provide ongoing reviews, advice and support. We are proud to be able to offer the resources and services of St. James's Place Wealth Management in this regard and our advice is backed by the St. James's Place Advice Guarantee.
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.