About Us

At South Downs Financial Planning we have over 25 years experience of giving advice on all of your financial planning needs. These might include:

  • Providing good income and/or capital growth in a low interest rate environment
  • Finding the best way to arrange and pay for Long Term Care
  • Maximising your retirement income
  • Wealth preservation for the next generation
  • Getting the most suitable mortgage
  • Reviewing your life/critical illness cover

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. Equities do not have the security of capital which is characteristic of a deposit with a bank or building society.

Your home may be re-possessed if you do not keep up repayments on your mortgage.

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We highly recommend Stephen Lucas of St. James's Place Wealth Management. He is aware of our needs and is friendly, professional and helpful. His expert advice and guidance on our investments and pensions has been concise, and he has provided us with sound information which has been clearly and care...
Michael and Veronica Bateman |Retired, Chichester

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.