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Four Wealth Management

Business Services, Services Senior Partner Practice of St. James's Place Wealth Management Return to Directory

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.

Four Wealth Management specialise in offering expert financial advice 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, investment management, tax planning, retirement planning, estate planning and mitigating inheritance tax.

The Partner Practice represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives.

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