Mark Barclay Wealth Management is a Senior Partner Practice of the highly regarded St. James's Place Wealth Management, one of the leading wealth management organisations in the UK. Our Practice philosophy focuses on maintaining long term, trusted relationship with clients. We offer a personal service tailored to suit our clients’ financial needs and aspirations characterised by distinct quality, integrity and excellence.
The business started with St. James’s Place Wealth Management in Oxford in January 2010 and moved to our offices in Summertown in 2017 where we continue to grow our team to deliver the best solutions and service to our clients.
Whether you are looking to build, grow, protect or preserve your wealth we provide private clients and businesses with a single point of contact for all their wealth management requirements.
Through St. James's Place Wealth Management we offer a distinctive approach to investment management and retirement planning based on a personal insight into clients’ financial goals and aspirations. St. James's Place do not employ any in-house investment managers but instead carefully select a number of external wealth managers, of outstanding ability, to manage our clients’ funds. The Investment Committee which is supported by a number of independent external consultancies plays an important role in the selection and management of fund managers.
The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and the value can therefore go down as well as up. You may get back less than the amount invested.