Michael Lockyer joined St. James's Place as Weald Wealth Management in 2010 following over 30 years working in the Financial Services industry, the vast majority of which was spent running a successful financial services business that he sold in 2008. James Lockyer followed in his father's footsteps and achieved Chartered Financial Planner status in August 2017.  He became a Fellow of the Personal Finance Society in January 2019.  All of this experience is being brought together to provide a premier financial planning service as a Partner Practice of St. James's Place.

With the benefits of guaranteed advice and the addition to the experience and expertise provided by St. James's Place, products and services from other providers have been carefully selected to complement and enhance the range of St. James's Place products that we will be able to offer you. We believe the providers represent the 'best of breed' in their respective categories and are capable of delivering the high standards you would expect. 

The Practice has a philosophy that focuses entirely on maintaining long-term trusted relationship with clients, demonstrating quality, integrity and excellence. This philosophy gives both private and business clients peace of mind in the constantly changing financial world we all live in today. Many new clients come to us as a result of personal recommendation by existing clients which is the best way to grow our business and recognises how well regarded we are by our expanding client base.