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Circle Wealth Management together with St. James’s Place Wealth Management plc are the data controllers of any personal data you provide to us. For further information on our uses of your personal data, please see the Circle Wealth Management Privacy Policy or the St. James’s Place Privacy Policy.

What's inside

What our Clients say

Melanie Chisholm

Musician (Spice Girl)

“It’s been amazing working with Kevin at Circle Wealth. I feel completely comfortable that my assets are growing healthily and being looked after with great diligence. The service Circle Wealth offer is personal, easy and utterly professional.”

Dani Dyer

Broadcaster

“Kevin at Circle Wealth Partners provides me with a high level of personal service and has delivered results from day one. He offers bespoke solutions that fit my needs and looks after all my wealth planning requirements. I would always recommend Kevin to anyone who needs a personal wealth adviser as he is amazing at his work and a right lovely fella”

Gordon Smart

Broadcaster, Radio Presenter and Entrepreneur

“Kevin has been invaluable to me and my family with financial planning, pensions and investments. He proved his worth within a couple of months with a huge improvement on performance of my pension portfolio*. I have already recommended him to a number of my contacts and friends and will continue to do so.”

Please note that past performance is not indicative of future performance

The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise.You may get back less than the amount invested

 

Join the inner circle

Circle Wealth Management together with St. James’s Place Wealth Management plc are the data controllers of any personal data you provide to us. For further information on our uses of your personal data, please see the Circle Wealth Management Privacy Policy or the St. James’s Place Privacy Policy.