About Us

We work with a range of individuals, at different stages of life, to provide sound wealth management advice based on circumstances, timescales and objectives.

We can assist with various areas for individuals and corporate clients, such as:

  • Investment Planning
  • Retirement Planning
  • Protection
  • Tax Planning

We are committed to developing long standing relationships with clients based on trust, integrity and exceptional ongoing service.

If you require any further information on Cassidy Financial Solutions or St. James's Place and their investment management approach, please don't hesitate to get in touch.


Insights and E-Briefing Service

Visit Insights to read articles and news to help you make informed decisions about your wealth or sign up to the E-Briefing Service; a personalised email communication service that keeps you informed on the issues that might impact your wealth.