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About Us

Wharfebank Financial Planning LLP was established in 2019, when Keith Gill and Steven Jeffries accepted an invitation to join St. James's Place. Prior to this, the Practice was operating as an IFA for eleven years.

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We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.

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We build personal, long-term relationships – putting you at the heart of everything we do. Learn more about our knowledge and experience.

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Advice and services

We specialise in providing high quality advice on many aspects of wealth management, working with you to help you achieve your financial goals.

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Please get in touch to discuss your financial requirements in more detail.

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