Chalk Farm Financial Planning was established in 2016, when its Director Jonathan Smith accepted an invitation to join St. James's Place Wealth Management.
I specialise in working with clients to help them achieve their financial goals with a firm belief that regular, easily accessible contact with myself is fundamental to successful financial planning.
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
We do not provide 'off the shelf' solutions. We put our clients at the heart of everything we do.
We specialise in providing high quality advice on many aspects of wealth management, working with you to help you achieve your financial goals.
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Jonathan has gained my trust in his advice, through a thorough exploration of my aims and objectives rather than pressuring he knew what was required and I have been impressed by the professional service and quality of documentation and guidance since meeting him last year.
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.