Ivan Edgar Wealth Management Ltd helps clients take control of their financial future through expert wealth management and personalised financial planning. As a St. James’s Place Partner Practice, we deliver goal focused advice tailored to your unique aspirations and life stage.

We specialise in holistic financial planning – from structuring investments and pension strategies to protection planning and legacy arrangements – all designed to give you clarity, confidence and control over your financial future. 

Our services include:
•	Investment & Wealth Planning – creating bespoke investment strategies aligned with your objectives.
•	Retirement Planning – helping you build and preserve income for a secure, comfortable retirement.
•	Intergenerational & Estate Planning – supporting the transition of wealth with care and expertise.
•	Protection Planning - protecting your lifestyle and loved ones through tailored insurance solutions.

At the core of our approach is a personalised planning process built on trust, transparency and long term relationships – empowering clients to live the life they’ve imagined with confidence.

With our privileged position of being a Senior Partner practice of St. James’s Place we have access to their investment proposition for our clients and St. James’s Place guarantees the suitability of the advice given by members of the St. James’s Place Partnership when recommending any of the wealth management products and services available from companies in the Group, more details of which are set out on the Group's website at www.sjp.co.uk/products.

Ivan Edgar Wealth Management Ltd 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. The titles “Partner” and “Partner Practice” are marketing terms used to describe St. James’s Place representatives.

SJP APPROVED 30/03/2026

Ivan Edgar Wealth Management Ltd

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