About Us

PC Financial Planning Ltd is an Associate Partner Practice of the award winning St. James's Place Wealth Management.

As a Practice, we have over 13 years combined experience in the ever changing financial services industry and draw on this considerable knowledge and expertise in advising private and business clients in all aspects of financial planning.

Please feel free to contact us for further details or to arrange a meeting at your home or business.

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We have been impressed with the way Paul and Micky have kept an eye on our investments and always give good advice, in a very friendly-yet-professional way. It is good to know that a professional is keeping in touch with the investments and this is being done on a continuous basis, not what we were ...
Terry Nott |Retired, Morchard Bishop

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.

PC Financial Planning Ltd is registered in England and Wales, Number 11681850. Registered Office: 2 Barnfield Crescent, Exeter, EX1 1QT.