Sycamore Alliance was established in September 2000 when, following many years working together for the investment advisory arm of a well known bank, Jeremy and Stephen decided to establish their own financial services business, Sycamore Alliance Limited. They were delighted to accept an invitation to join St. James's Place.
They both firmly believe that the Practice should revolve around clients and their requirements, and therefore offer a seamless service of discreet quality, professionalism and expertise covering various aspects of wealth management. The suitability of advice, when given in respect of the products and services offered by companies within the St. James's Place Group, is guaranteed by St. James's Place. Their approach embraces a significant sense of social ethics, together with substantial business acumen within the financial services sector, leading to strong, lasting relationships with clients and a long-term future for the business.
Their clients are, as a rule, referred to them by personal recommendation. Sycamore Alliance Limited has around 300 clients ranging from private individuals to medium sized businesses.
Sycamore Alliance Limited provides a comprehensive range of financial services. Experience has given Jeremy and Stephen a specialist interest in Investment Planning, Savings, Pensions, Risk Management (Protection) and Inheritance Tax Planning. When necessary other specialists within the St. James's Place Group are introduced for issues such as Professional Pension Investment and Mortgage Finance opportunities.
Sycamore Alliance Limited has offices in Cambridge and Peterborough.
Your home may be repossessed if you do not keep up repayments on your mortgage.
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.