Financial advice and Wealth Management in Bristol and South West
Make your money work harder for you
Bespoke Investment plans tailored to your specific needs

We understand that everyone’s financial needs are different

At Four Wealth Management we understand that everyone’s financial needs are different. Every one of our clients receive face to face, discreet and bespoke financial advice from a dedicated, highly experienced financial adviser who is their main point of contact.

Our aim is to build a long-lasting relationship with you based on trust and under-pinned by financial advice tailored to your specific requirements, to help you achieve your financial goals. Clients come to Four Wealth Management for advice at all stages of their life and financial journey.

You can book a no-obligation meeting with one of our Financial Advisers at your home address or at one of our offices in Bristol, Cirencester or London.

For those just starting to think about financial planning, your Four Wealth Management financial adviser will help you develop and implement a comprehensive financial strategy as you start saving, acquiring assets and creating your wealth.

As wealth accumulates, you move into the second phase of wealth management and the attention shifts to growing your wealth. Focus will be on in-depth tax-efficient financial planning and appropriate investment strategies to help your money work as hard as it can.

The third stage of financial management is preserving your wealth. Your financial adviser will develop a strategy to help protect your assets and mitigate tax liabilities.

The final stage of wealth management planning is transferring your wealth. Your financial adviser will advise you on estate planning and inheritance tax issues to help achieve the most effective transfer of wealth to your loved ones.

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 invested.

The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.

Pension and retirement planning

Investment planning and portfolio management

Tax planning

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What our clients say

Secure your financial future

Four Wealth Management specialise in offering expert financial advice and wealth management to individuals, businesses and trustees. Our financial advisers are accredited beyond industry standards, ensuring you receive the highest degree of expertise and financial advice. No matter how complex your requirements are, our wealth management services and advice are tailored to you and underpinned by the St. James’s Place Guarantee.

The pace of modern day living means very few people have the time or expertise to manage their finances effectively. At Four Wealth Management we provide a holistic approach to wealth management, offering in-depth financial advice, including investment planning, portfolio management, tax planning, retirement planning, estate planning and mitigating inheritance tax.

Do I have enough wealth for financial advice?

Wealth management is a service that aims to provide financial security and empower you to take control of your personal wealth. We understand that everyone’s financial situation and needs are different and we believe that everyone can benefit from our services. Your adviser will work with you to manage your finances in line with your goals.

Complimentary Wealth Management seminars

We offer complimentary wealth management seminars on investment planning, retirement planning and inheritance tax mitigation to help you to make more of your money. Seminars are held in Bristol, London, Cheltenham, Bath, Cardiff and Devon. Our financial advisers will be there to answer your questions.

News and insights

Frequently asked questions

A Financial Adviser can offer comprehensive advice, as they consider every aspect of your situation and tailor their advice to your circumstances. They will assess all your financial needs, in order to help you to achieve your end goal. If you are nearing a major life event, such as changing jobs, buying a house or getting married and need to consider your finances, then a Financial Adviser could help.

Wealth management is a service that aims to provide financial security and empower you to take control of your personal wealth. At Four Wealth Management, we understand that everyone’s financial situation and needs are different and we believe that everyone can benefit from our services regardless of the amount of wealth.

A wealth manager provides a holistic approach and looks at your complete financial situation including estate planning and retirement planning. A financial planner often focuses on lifestyle planning including budgeting and saving.

A Financial Adviser will provide you with peace of mind knowing that your financial affairs are in order. An adviser will take the time to review your portfolio and rebalance it when necessary to help keep you on track to achieve your financial goals and to keep your portfolio in line with your attitude to risk.

A report from ILC-UK and Royal London has calculated clients who have taken financial advice are on average £41,099* better off in financial assets and pension wealth compared to those who did not take advice. To calculate this, ILC looked at the impact of advice between 2001 and 2007 and how this affected outcomes for consumers in 2012 to 2014.

*Source: MoneyMarketing, 2017, The value of advice

Four Wealth Management’s head office is based in Clifton, Bristol. We also have offices in London. We cover the South of England and we have clients in Bristol, Gloucester, Midlands, Wales, London, Devon and Cornwall. Our Financial Advisers will travel to your home or to a mutually convenient location for meetings.