Crocker & Partners has built a strong reputation in the Bath and Bristol area for providing expert advice to professional individuals on their personal tax, pension, investment, and protection needs. Its Director, James Crocker, is empathetic to the career and time pressures that professional people are under; in forming Crocker & Partners, James along with the team set out with the aim of providing a bespoke service that is aligned to the complex professional and financial environments in which our clients operate.

Our expertise has been built up against the backdrop of broader considerations within the medical world, and we always seek to gain a firm understanding of our clients’ wider considerations to create a bespoke financial plan that adds value in the short, medium, and longer term.

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.