Welcome to GE Wealth Management Ltd
Together, we create a comprehensive and bespoke plan that embraces technology, to ensure your future financial security. Your plan and our service is adaptable to life’s changes, supported by our expertise to help you navigate the intricacies of the global financial system.
Our aim is to empower you, freeing you to focus more on your personal life and business potential. To give you the confidence and clarity to achieve your personal, financial, and professional objectives.
What we do
We provide professional, personalised, high-quality financial advice for high-net-worth families and companies mainly in London who are looking to maximise their opportunities and mitigate risk. We aim to add value at every stage of your life and ensure you do not make the wrong decisions at the wrong time for the wrong reasons. Specifically, our objective is to help you make the right decisions at the right time for the right reasons.
Promotions
Corporate
Corporate Financial Planning is often overlooked. Most companies spend all of their time to ensure that the business is profitable, growing and looking after their staff. We add value to businesses on a day to day basis, whether they’re in their early stages, growth or planning an exit.
- Exit Strategy – We have expertise to ensure there is a clear exit strategy for you. Whether you’re selling to private equity or a competitor, it’s important you plan years in advance to ensure any exit is smooth and valuable.
- Cash – The SJP Cash Deposit Service, powered by Flagstone, allows you to spread your business savings across multiple bank accounts, with competitive interest rates on a single platform.
- Investment planning – We can share with you the opportunities that you may not have thought you could do when working on your business. You may not be aware of the opportunities you can benefit from when it comes to your investments.
- Protection planning – Nobody wants to think about the ‘What If’s’, but sensible corporate protection is essential to ensure the other shareholders, employees, your customers and your family are in the best financial position for all stakeholders.
Exit Planning may include the referral to a service that is separate and distinct to those offered by St. James's Place.
The SJP Cash Deposit Service powered by Flagstone involves the referral to a service which is separate and distinct to those offered by St. James's Place.
Testimonials
SJP Approved 15/10/2025
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.
