About Us

We look after private clients, business directors/owners, trustees and charities. We recognise that each of our clients is unique and as such deserves a bespoke service, tailored to their own financial needs and aspirations.

Our advisers have over 25 years' experience between them offering financial solutions to our clients. Some of the services that we provide include:

  • Investing for capital growth
  • Inheritance Tax Planning
  • Investing for income
  • Mitigating Tax Liabilities
  • Planning for your retirement
  • Planning for exit of a business*
  • Protecting your family
  • Business Strategy

*Exit Strategies may include products and services that are separate and distinct to those offered by St. James's Place.

The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than you invested.

The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.

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I have known Julian for some years and he has always given me trustworthy advice. He is a friendly and helpful adviser and I would recommend him to anyone unsure of their financial planning.
Julie Cresswell

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.

Hunt Minas Wealth Management Ltd is registered in England and Wales, Number 07898819. Registered Office: Manor House , 35 St. Thomas's Road , Chorley , Lancashire , PR7 1HP.