The Royall Wealth Partnership

Derrick is a Chartered Financial Planner with over 25 years’ experience, based in Bristol with a great deal of expertise centred around helping people to manage their finances effectively to achieve financial security and peace of mind. With an excellent blend of investment, pensions and estate planning expertise combined with an empathetic approach and strong client focus. Helping you with the hi

ndsight of over 30 years of financial services experience. The Royall Wealth Partnership has experience of working with individuals and families to provide a wide range of independent wealth consultancy and clear financial advice spanning financial management, tax, retirement and estate planning for nearly 20 years. This, overlaid with the substantial backing and ‘can do’ culture at St. James's Place, including its distinctive approach to investment management adds up to a winning formula for my clients and my business. 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.