Welcome to Carter Legrand Wealth Strategies Ltd

We specialise in creating, implementing and reviewing bespoke financial planning strategies for Private Clients and Business Owners.


WHAT WE DO

We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.

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SJP Approved 24/01/2024

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.

Carter Legrand Wealth Strategies Ltd is registered in England and Wales, Number 9624006. Registered Office: The Old Drill Hall, Arnold, NG5 6LJ.