# Cranwell Wealth Solutions Limited

Cranwell Wealth Solutions is a St. James's Place Partner Practice based in Uckfield, East Sussex, providing comprehensive financial planning and wealth management services to individuals and businesses. Operating from a high street location in Uckfield town centre, the practice serves clients across all life stages and resource levels, helping them build, grow, protect and preserve wealth.

The team, led by Stephen Palmer, distinguishes itself through a relationship-focused approach grounded in their proprietary "7 Circles of Financial Planning" methodology. This structured framework identifies client objectives and develops cohesive, strategic plans tailored to individual circumstances. Rather than adopting a one-size-fits-all model, Cranwell takes clients through seven key financial planning areas during initial consultation.

Flexibility in service delivery sets them apart. Clients can visit the high street branch for drop-in or booked appointments, receive advisers in their homes, or engage via video consultation—accommodating diverse preferences and circumstances. This accessibility, combined with their commitment to building long-term client relationships, reflects a client-centric philosophy.

As an Appointed Representative of St. James's Place Wealth Management plc, Cranwell provides advice exclusively on the Group's products and services, ensuring regulatory compliance and access to established wealth management solutions. The practice caters to those seeking professional guidance on various wealth management aspects, whether establishing initial financial foundations or optimising complex portfolios.