Wealth Management Services
Find out more about who we are and our full range of financial services
Our aim is to build a long-lasting relationship with you that is based on trust and is under-pinned by financial advice tailored to your specific requirements, to help you achieve your financial goals.
The first of the Four Pillars of Wealth Management is creating your wealth. Saving monthly is a good way to begin creating your wealth.
Growing your wealth is the second pillar of the Four Pillars of Wealth Management. Financial planning can add value and help you to build a greater amount of wealth than you could without advice.
Preserving your wealth is the third pillar of the Four Pillars of Wealth Management. Wealth preservation is likely to be vital to maintaining the lifestyle you enjoy.
Transferring your wealth is the fourth pillar of the Four Pillars of Wealth Management. Passing on wealth to loved ones is an important aspect of wealth management.
*Will writing and Powers of Attorney involve the referral to a service that is separate and distinct to those offered by St. James’s Place and along with Trusts are not regulated by the Financial Conduct Authority.
What our clients say
Book your place at a complimentary seminar
We offer complimentary seminars on investment planning, retirement planning and inheritance tax mitigation to help you to make more of your money. Our financial advisers will be there to answer your questions.
Book a no obligation review of your finances
If you have any queries or would like to arrange a face to face meeting with an adviser for a no obligation review of your personal finances, simply book a call back using the form below. Alternatively, you can call us on 0117 973 0500.