Mark Barclay Wealth Management

Mark Barclay Wealth Management

Mark Barclay Wealth Management provides a dynamic and innovative approach to financial management so making new connections in the fresh air is exactly our style.  

Mark Barclay Wealth Management is a Senior Partner Practice of the highly regarded St. James's Place Wealth Management, one of the leading wealth management organisations in the UK. Our Practice philosophy focuses on maintaining long term, trusted relationship with clients. We offer a personal service tailored to suit our clients’ financial needs and aspirations characterised by distinct quality, integrity and excellence. The rapid growth of Mark Barclay Wealth Management is primarily due to personal recommendations from our existing client base- we see this as a testimony to the high level of service we provide. 

Mark Barclay Wealth Management was established in 2010 and our team is based in Summertown, North Oxford. Whether you are looking to build, grow, protect or preserve your wealth, we provide private clients and businesses with a single point of contact for all their wealth management requirements. We are always happy to offer an initial review of financial circumstance with no obligation and offer expertise in the following areas: 

  • Investments 
  • Retirement Planning
  • Inheritance Tax Planning and Trust advice *
  • Specialist Tax Planning
  • Portfolio Management Services
  • Family and Business Protection
  • Corporate Investments
  • Exit Strategy Planning**
  • Trustee Investments

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select, and the value can therefore go down as well as up. You may get back less than you invested.  

* Trusts and some areas of Inheritance Tax Planning are not regulated by the Financial Conduct Authority.
 **May involve a service that is separate and distinct to those offered by St. James's Place.

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 title ‘Partner Practice’ is the marketing term used to describe St. James’s Place representatives.

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