About us
Estia Wealth was founded to serve busy senior executives, professionals, and business owners who value expert, proactive financial advice, without the jargon. With decades of combined experience, over 1000 clients and over a quarter of a Billion pounds of assets under our care, we support clients across professional services, tech, legal and consulting sectors, typically in their peak earning years, looking ahead to retirement.We launched Estia to deliver something better: a personal, relationship-led approach, backed by the scale and stability of St. James's Place.
Our aim is simple; help clients make smarter decisions and gain the peace of mind that comes with a clear, long-term financial plan.
More about us
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
