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About

At Jade Wealth Management our ethos is to focus on long-term trusted relationships with clients. As a testament, many of our clients have come to us via a personal recommendation. Working with both private and business clients, from helping private clients to retire early, to advising business clients on profit extraction and creating an exit* strategy for business sale. 

*Exit Strategies may include the referral to a service that is separate and distinct to those offered by St. James's Place.


Meet the Team

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

Meet the Founder
Testimonials
Our testimonials aim to give a clients perspective on the service and relationship we nurture with each of our clients.
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Financial wellbeing specialist
As a Financial Wellbeing specialist, we deliver education sessions to help people build their financial confidence.
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Jade Shakh
Jade Wealth Management Limited
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Copyright St. James's Place © 2025