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About us

Masters Financial Planning Ltd. previously traded as an IFA prior to being invited to join St. James's Place. We have been advising clients for over 20 years, and pride ourselves on the bespoke personal service we give our clients.

Based from the Chilterns we are able to provide advice to clients across the South East of England. Our clients do extend across the UK though.


More about us

We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.

More about us

We build personal, long-term relationships – putting you at the heart of everything we do. Learn more about our knowledge and experience.

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Advice and services

We specialise in providing high quality advice on many aspects of wealth management, working with you to help you achieve your financial goals.

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Contact us

Please get in touch to discuss your financial requirements in more detail.

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