Berkeley St. James Wealth Management

We specialise in providing high quality personal advice on many aspects of wealth management, advising clients of widely differing financial resources and of all ages. Additionally, we assist businesses in the increasingly complex area of corporate financial planning, providing guidance on pension planning, protection for directors, key employees or shareholders, tax planning and aspects of exit strategy planning. Our core values focus upon offering an expert service of distinct quality, integrity and excellence which in turn gives financial peace of mind to discerning clients working and retired around the country. We offer the benefit of a relationship to meet all of your financial needs, whether you are a working professional looking to grow, manage, protect or preserve your wealth, you are approaching retirement or a business owner /director looking to ensure you have the right plans in place for your company. Berkeley St. James Wealth Management is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).
Social Link - Linkedin: http://www. linkedin.com/company /berkeley-st-james-wealth-management
Employee Count: 6
Keywords: investment management