Our Principal, Ian Wood, has been in the industry for over 30 years and built his Practice on the fundamental belief that your wealth and finance really do matter.

From small beginnings with Ian running everything on his own, we now number 10 advisers and over 7 support staff. And we are still expanding!

In the current financial climate where changes can occur quickly, we keep our finger on the pulse and respond accordingly.  At the heart of this is keeping our clients informed of how changes affect them and ensuring that we continue to best serve their interests.

The SJP Investment Management Approach supports this and ensures that we can provide our clients with expert knowledge, appropriate services, care and attention.

Client feedback

In 2024 we ran a client feedback survey* and we asked our clients for three words to describe the service they receive.  We had a positive response to this question and are thrilled that our clients recognise these values in ourselves.  We enjoy taking the time with our clients to understand their needs and it is rewarding to see that we are seen in such a positive light.

*Client Survey undertaken in February 2024; 146 responses received