We are a small team of highly-skilled advisers who use the latest technology to provide a first class financial planning experience.
Our service is delivered under the umbrella of the well-respected FTSE 100 wealth management company St. James's Place.
The team’s expertise covers a broad spectrum of financial planning areas that can help you…
- Grow wealth or create an income source, specifically through our distinctive approach to investment management.
- Extract profit from your business tax-efficiently (business owners)
- Preserve assets for long-term financial security
- Adequately protect assets from potential threats
- Effectively manage capital and borrowings
- Reduce IHT and plan your estate
- Protect your family from financial threats
The WB Wealth team share core values of professionalism and integrity. They put their clients’ needs and objective at the centre of what they do.
They pride themselves on being accessible, approachable and providing high-quality financial planning advice with an emphasis on saving tax wherever possible.
The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount 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.