Our Story - Linley Black

A Breath of Fresh Air in Financial Planning

Linley Black was founded in 2014 with the aim of challenging the status quo in Financial Planning. We have grown a lot since then, but we’ve maintained total focus on delivering warm, bespoke, face-to-face service that looks towards your future.

“There is a clue built into the term ‘personal financial planning’. It’s personal. It’s about working together, closely, with mutual respect. A lot of companies may talk about that, but very few actually do it.”

Jon Giudice
Managing Partner

Our Mission

The mission was to create a company that prioritised our clients in everything we do. We succeeded. At Linley Black, we build client relationships that last. Our all-encompassing financial solutions are tailored specifically to the person’s goals and their lifestyle, not just raw numbers. We call it being different, but on the right side of different.

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We find innovative,
bespoke solutions
to traditional issues.

Building On Our Success

Building on our success, we took the decision to become a Senior Partner Practice of St. James’s Place Wealth Management. We chose SJP because their investment management approach fits our principles. Through them we can offer our clients access to a diverse range of tools and services.

But money remains a tool. Your happiness, satisfaction and security are the ultimate purpose of sound financial planning.

And our mission is still the same. We want to change perspectives on what great financial planning is and can be. The Linley Black approach means understanding what really matters to our clients and keeping them at the heart of every equation.

Our four-stage process

From the very first moment we discuss your financial direction we promise to provide you with the Linley Black service. A jargon-free, friendly approach which continues throughout the duration of our relationship.

Relationship building and fact-finding are fundamental and defines our practice. We take the time to invest and build on our client relationships that grow, adapt and last. We take the time to understand you and your situation, so we can optimise your financial future.

Through our relationship building and fact-finding discovery we commit to providing the best service possible, which is tailored directly to your financial desires. Our promise to you is the advice we give is responsible and aligned with your principles and values.

We work closely with you to sculpt a bespoke personal plan around your individual goals and priorities, whether that be individually or for your business – we provide a tailored solution with continued guidance now and in the future.

A breath of
fresh air in
financial planning.

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