Chris Price Financial Consultancy

CP
Financial Advisors

Chris Price Financial Consultancy

Unit 12, Barry CF63 3AA
# Chris Price Financial Consultancy Limited

Chris Price Financial Consultancy is a St. James's Place Partner Practice based in Barry, Vale of Glamorgan, offering comprehensive wealth management advice to individuals seeking to build, grow, protect and preserve their financial assets. Operating as an Appointed Representative of St. James's Place Wealth Management plc, the firm specialises in high-quality financial guidance tailored to clients' specific goals and circumstances.

The practice serves clients across Wales and beyond who require personalised wealth management strategies. Whether clients are early in their wealth-building journey, seeking to expand existing portfolios, protecting assets through insurance solutions, or preserving wealth for future generations, Chris Price Financial Consultancy provides expert guidance aligned with their life stage and objectives.

What distinguishes this practice is their commitment to building genuine long-term client relationships rather than transactional engagement. This approach is reflected in their careful attention to understanding individual circumstances—as evidenced by their recognition for exceptional client care during difficult times. The firm demonstrates serious commitment to security and professionalism through Cyber Essentials Plus certification, validating their robust data protection practices for client information.

Operating under St. James's Place's regulatory framework and FCA oversight ensures clients receive advice meeting stringent industry standards. The practice combines personal service with access to St. James's Place's extensive product range and institutional resources, offering clients both boutique attention and enterprise-level capabilities. Their Barry location provides convenient access for local and regional clientele seeking professional financial guidance.
Services offered
Wealth managementFinancial planningInvestment adviceProtection and insurance planningRetirement planningEstate planningTax-efficient investingSpecialist financial advice
Location
Unit 12, Barry CF63 3AA

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