Court View Financial Planning

Court View Financial Planning is a Partner Practice of St. James’s Place Wealth Management, providing comprehensive financial advice and planning services to clients in Buckinghamshire and beyond. Based in Halton Tennis Club, Aylesbury, we specialize in guiding individuals and families towards a secure financial future through tailored investment management, retirement planning, protection planning, and corporate services.

We combine over 20 years of experience in the financial services industry with a commitment to building strong, personal relationships, ensuring our clients receive a rounded, professional, and principled service. Our dedication extends to supporting charitable causes, including the British Heart Foundation and the St. James’s Place Charitable Foundation.

We offer a clear and direct approach to financial planning, free from complex jargon, focusing on helping our clients achieve their unique goals and aspirations. We are committed to ongoing professional development and maintaining a deep understanding of the evolving financial landscape.