Dickinson Wealth Management is a Partner Practice of St. James’s Place Wealth Management. We provide a wide range of wealth management services to both individuals and businesses in the Yorkshire area. Our emphasis is on maintaining a long-term relationship with our clients and to provide them with a source of trusted advice as their financial needs evolve over the years.St. James’s Place is one of the UK’s leading Wealth Management groups - recently awarded "Wealth Management Company of the Year" 2023 at the City of London Wealth Management Awards.Our services include:- Retirement planning- Onshore and offshore Investment Planning- Inheritance tax planning- Mortgages – residential and access to commercial- Protection (life, critical illness, income protection)- Corporate planning, corporate pension planning, commercial lending, employee benefitsOur website www.dickinsonwealthmanagement.co.uk provides more information about the services we provide.Specialties: Inheritance Tax PlanningPension planningInvestment PlanningFinancial Planning for the veterinary professionYour home or other property may be repossessed if you do not keep up repayments on your mortgage.Commercial mortgages and commercial lending are not regulated by the Financial Conduct Authority.The value of your investment can go down as well as up. You could get back less than you invested.The Partner/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).The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.SJP Approved 27/11/2024