Truity Wealth Management

Truity takes pride in providing an excellent service to all of our clients. We plan holistically incorporating their existing arrangements and addressing all financial goals and objectives, with the intention of improving their financial wellbeing and help to achieve their dreams and goals turning them into reality. 

We specialise in offering dedicated face-to-face and virtual wealth management advice to individuals, businesses and trustees through Lyndsey Roll and her team of specialists. 

As a Partner Practice of St. James's Place, we have access to the exclusive range of St. James's Place products which offer many important benefits; perhaps the most remarkable of which, is the distinctive approach to investment management. 

Our close working relationship with St. James's Place Private Clients focuses on delivering bespoke solutions to our High Net Worth clients, with the assurance of the St. James's Place Guarantee.

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.