Welcome to CFS Wealth Planning Limited

We thrive on building trusted relationships over time and changing the course of our clients lives for the better.

Watching clients unlock their future, enjoy their wealth, and even retire early is our moment of fulfilment.


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SJP Approved 27/04/2023

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.

CFS Wealth Planning Limited is registered in England and Wales, Number 11999497. Registered Office: 15-17 Osborns Court, Olney, Buckinghamshire, MK46 4LA.