About us
Based in Bath, we provide bespoke advice & wealth management to individuals and business owners in and around Bath and the South West. We deliver a professional and personal service, tailored to meet your goals and help you formulate a lifetime financial plan, manage your wealth, and make the right decisions for your financial future. Planning for a secure financial future whether for yourself, your family or your business, is one of the most important steps you will ever take. It is important to establish what your financial goals are, to have a plan to achieve them and to regularly review your financial plan to ensure it is still appropriate and that you are on track. Regular reviews also ensure you take advantage of any developments in legislation and tax law, they also ensure that any changes in your circumstances are reflected in your planning. The ultimate aim for many clients is financial freedom. Financial freedom is the day you have sufficient wealth to stop working and still maintain your desired lifestyle. If that is your goal, we can put a plan in place designed to achieve it and maybe even bring that day forward. For clients who have already attained financial freedom, we can help with other goals such as maximising the potential of what you have or helping future generations. Building a plan takes time which is why building a long-lasting professional relationship with a trusted adviser, in combination with your other professional contacts, is essential. We work closely with other professionals such as solicitors, accountants and other financial services specialists to ensure that our clients receive the best advice available, often working alongside clients’ own professional advisers for efficiency and clarity. Based on core values of an excellent personal service, integrity and confidentiality, we will provide you with the planning and advice to satisfy your needs both now and in the future. Working with a select group of private clients, business owners and trustees, we specialise in;- Preserving and building your wealth
- Protecting your family and loved ones
- Estate/Inheritance tax planning – Planning tax efficiency for your family’s future
- Investment Management – Making the most of your investments
- Advice leading up to a business sale and at the point of selling a business*
- Retirement planning advice – When and how can you achieve financial freedom?
- At retirement advice – Implementing the best solutions to meet your objectives
- Later life planning
- High-net worth individuals (pre and post retirement)
- Partners of Accountancy and Solicitor firms
- Doctors and Dentists
- Small business owners, company directors and entrepreneurs
- Trustees
All initial consultations are entirely without obligation, preferably in the comfort of your own home or office. For more information and to arrange a no obligation financial review, please click here. We very much look forward to building a professional and valued relationship with you in the future.
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 you invested.
*This may include the referral to a service that is separate and distinct those offered by St. James's Place.
More about us
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
