JCR Wealth was set up to look after our clients for life.

We are a full service Wealth Management practice.

We specialise in Retirement Planning and Pensions.

Despite pensions translating into the quality of life for people in retirement, far too many people don’t really understand what their retirement will look like because they don’t understand their existing pensions. We help clients achieve their hopes and dreams by setting up clear strategies to have an enjoyable life in retirement.

Business owners are often so busy running their successful business that they don’t have a clear plan in place to be able to retire until it is very late. We help business owners plan for their exit well in advance, so that they have a fulfilling life, long after their business is in someone else’s hands. That often involves family or key staff members who take over the business. We help our business clients put plans in place to ensure they have a smooth tax efficient transition.

Our clients tell us they appreciate our trust & intregrity and that they feel valued as a result of our passion for making a difference to their lives.

We build lifelong relationships through authentic and personable meetings.

Please contact us if you want to enquire about becoming part of the JCR Wealth family.

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up.  You may get back less than you invested.