A breath of fresh air in financial planning.

Life changes, our commitment to you won't.

Our Financial Planning helps you get the most from your wealth and your life. We provide expert but accessible advice – jargon-free, friendly, and built around you.

We work with individuals, families and businesses. Our focus is your financial future and how you want to reach it.

Why Choose Us

This Is Our Story

At Linley Black our principles define who we are. Each is founded on our relationship with our clients. It’s a responsibility we take seriously, and you are at the heart of everything we do.

We want to change perspectives on what great financial planning is and can be. The Linley Black approach means understanding what really matters to our clients and keeping them at the heart of every equation.

Jon Giudice

Managing Partner

"I don't believe in providing transactional financial advice. To me, it is about building a trust-based, long-lasting relationship with every client."

We want to change perspectives on what great financial planning is and can be.

The Linley Black approach means understanding what really matters to our clients and keeping them at the heart of every equation. We can help with that plan. For security, for strength and for success.

Talk to us

Our Service

At Linley Black, our principles define who we are. Each is founded on our relationship with our clients. It’s a responsibility we take seriously, and you are at the heart of everything we do.

We are a diverse team with different backgrounds, specialisms and experiences. Together, we offer expert advice on the full range of financial services, from everyday advice to more complex solutions.

We take our work personally. We don’t offer faceless, off-the-peg advice. We build client relationships that grow, adapt and last.

Performance is measured in results. We commit to providing the best service possible and do exactly what we say we will do to keep your best interest at the heart of every decision.

We believe in the advice we give. We believe in responsible planning aligned with your principles and values. The suitability of our advice is guaranteed by St. James’s Place, meaning you can trust that we have your very best interests in mind.

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 at www.sjp.co.uk/products

The Linley Black Client-Centred Approach

After years of helping clients optimise their financial futures, we have refined an approach that works.

Through a unique 4-stage process, we forge a keen understanding of who you are and what you want, then equip you with the knowledge, direction and confidence to make the right financial choices.

About Us

Our four-stage process

From the very first moment we discuss your financial direction we promise to provide you with the Linley Black service. A jargon-free, friendly approach which continues throughout the duration of our relationship.

Relationship building and fact-finding are fundamental and defines our practice. We take the time to invest and build on our client relationships that grow, adapt and last. We take the time to understand you and your situation, so we can optimise your financial future.

Through our relationship building and fact-finding discovery we commit to providing the best service possible, which is tailored directly to your financial desires. Our promise to you is the advice we give is responsible and aligned with your principles and values.

We work closely with you to sculpt a bespoke personal plan around your individual goals and priorities, whether that be individually or for your business – we provide a tailored solution with continued guidance now and in the future.

A breath of
fresh air in
financial planning.

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