Provest Wealth Management

Senior Partner Practice of
St. James's Place Wealth Management

At Provest we believe that the true definition of wealth isn’t a monetary amount but more a measure of well-being. It’s about being happy and content now whilst growing and improving and enjoying the journey through life.

Paul Tracey, Principal

Our Expertise

Recent standards awarded to Provest.

Our Financial Planning Process

Lifestyle Financial Planning is fundamental to how we operate at Provest Financial Solutions.

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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.

Provest Wealth Management is a trading name of Provest Financial Solutions LLP. Provest Financial Solutions LLP is a Limited Liability Partnership registered in England and Wales, Number OC343605. Registered Office: Gainsborough House, 14 Burnett Road, Streetly, Sutton Coldfield, Birmingham, B74 3EJ. View the Members of Provest Financial Solutions LLP.

Paul Tracey, Principal

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