About Us

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.

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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.
Private Client |Company Secretary, Ely

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.

Chalk Farm Financial Planning Ltd is registered in England and Wales, Number 11086579. Registered Office: 2 The Crescent, Wisbech, Cambridgeshire, PE13 1EH.