About Us

The company was set up in 1882 by James Trickett at his home on Dale View, Rawtenstall. In 1997, James Trickett & Son (Financial Services) Ltd began operations as an IFA with Clive Balchin as the Principal. Our team has recently accepted an invitation to join St. James's Place Wealth Management and their fantastic support team who operate all over the UK.

The Partner Practice 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 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.

James Trickett & Son Financial Services is a trading name of James Trickett & Son (Financial Services) Ltd. James Trickett & Son (Financial Services) Ltd is registered in England and Wales, Number 06470117. Registered Office: 382 Newchurch Road, Rawtenstall, Rossendale, Lancashire, BB4 7SN.