Probert Wealth Management was formed in 2019 and was founded by Principal, Craig Probert. Craig was previously senior adviser within his Father’s St. James's Place Practice, where he was involved in all aspects of running a successful business before taking the opportunity to set up his own Practice when his father retired. He is supported by Jane, his Practice Manager, and his wife, Amy, who is Executive Assistant. Together they have over 30 years of experience in the finance sector. This experience enables Probert Wealth Management to provide individual and corporate clients with advice tailored to their specific short- and medium-term goals, ensuring these remain in line with their longer-term financial objectives.

Our clients have either accumulated financial wealth or strong earnings, and are often busy, professional people. They recognise the need to implement a disciplined structure to their personal finances. Our clients understand the value of partnering with a trusted adviser to assist in managing their financial affairs.

Probert Wealth Management is a member of The St. James's Place Partnership. Clients benefit from the St. James's Place approach to investment management, guaranteed advice*, and expertise throughout all aspects of personal wealth management through access to specialist advice Partners.

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

*St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group’s website.