About us

Areas of expertise are:

  • Investment planning and management 
  • Trust* and inheritance tax planning 
  • Retirement planning 
  • Tax mitigation 
  • Pension planning 
  • Business, corporate and commercial advice and protection

*Trusts are not regulated by the Financial Conduct Authority.

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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.

Paul Morgan & Associates Wealth Management Limited is registered in England and Wales, Number 11529190. Registered Office: 2 Old Bridge Street, Truro, TR1 2AQ.