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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.

    More about us

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

    Meet the Team

    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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    Contact us

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

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