Newman Langley & Stavri Financial Consulting Limited was established in 2015, when it's co-Managing Director, Adam Newman accepted an invitation to become a Partner Practice of St. James's Place.

With offices in Bristol and access to St. James's Place offices in Cirencester and London, servicing clients based throughout the breadth of the UK we are able to provide a fully holistic, innovative and commercially minded service to clients across the UK.

Having recognised shared values in how best to provide the quality of advice that our clients demand; Alex Stavri Wealth Management merged with Newman Langley Financial Consulting and its Principal – Alex Stavri – became co-Managing Director with Adam in early 2020.

We focus on building long-term client relationships, developing our expertise and maintaining outstanding strategic partnerships.

Adam and Alex have over three decades in the profession, advising individuals and business owners within the SME sector, focusing on their personal and family financial planning requirements.

This experience has created an awareness that all clients require pro-active guidance and advice in the area of wealth management.

With expertly tailored advice, we believe that no client is the same and therefore developing an understanding, long-term relationship is essential to deliver the very best service we can offer.

We provide comprehensive financial planning and wealth management services, helping individuals, trustees and businesses to achieve their financial goals, irrespective of their resources or life stage.

So whether you're looking for:

• Investment planning: including unit trusts, ISAs, investment bonds or offshore investments
• Retirement planning: whether you’re employed, self-employed or an employer
• Estate planning: including inheritance tax planning or
• Business advice: corporate financial planning

We can help create a personal financial advice plan specifically for you, designed to help you effectively manage your wealth and secure your long-term financial security.

As a Partner Practice of St. James's Place, our clients have the opportunity to benefit from a level of investment expertise, trusted advice and experience that is difficult to find in the financial services industry. Our clients also have peace of mind in knowing that St. James's Place guarantees the suitability of our advice when we recommend any wealth management product or service available from companies in the group.

The vast majority of our new clients come directly via introductions from current clientele and via professional connections, who have built solid, trusted relationships with us and have been very satisfied with the advice and service they have received.

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.

The levels and bases of taxation, and reliefs from taxation, can change at any time. The value of any tax relief depends on individual circumstances.