True Self Wealth is an LGBTQ+ inclusive financial planning service that provides a safe, supportive space for people to explore and understand their financial futures. We specialise in helping those navigating major life transitions, whether you're setting up a business, getting a divorce, nearing retirement or something else, we offer clear advice with compassion and respect. We are proud to centre queer, neurodivergent, HIV-positive, polyamorous individuals and more in our work, and to provide advice without judgement.

What makes this a safe space:
At True Self Wealth, we believe financial advice should be accessible and affirming. We are led by a Chartered Financial Planner who is proudly part of the LGBTQ+ community and who brings lived experience to the forefront of our Practice. Our services are trauma-informed, consent-based, and free from assumptions about gender, sexuality, or relationship structures. We actively seek to dismantle financial barriers and make all clients feel safe, seen, and supported.

Accessibility Information:
We offer accessible meeting formats including video calls, phone consultations, and in-person meetings in my office, a public place or your home (depending on location). Materials can be provided in alternative formats upon request.

Affiliations:
We sponsor Trans Support Hub CIC, who arrange community events such as LGBTQ+ clothes swaps, and we are contributors to initiatives such as the LGBTQ+ Divorce Forum.

True Self Wealth Ltd is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group’s wealth management products and services, more details of which are set out on the group’s website https://www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.

SJP Approved 30/05/2025