John Morrison Wealth Management Ltd, who provide bespoke financial advice, recently announced that they are rebranding to Four Wealth Management Ltd. Four Wealth Management will continue to be Appointed Representatives of St. James’s Place Wealth Management.
A lot has changed since the business was founded in 2009; there is now a growing team of financial advisers and support staff to provide clients with the highest levels of service. The change of name to Four Wealth Management enables the business to be adaptable and evolve as it continues to grow and client expectations increase.
One of the reasons for the name Four Wealth Management is that they have identified four stages to wealth management, which enable them to help clients and their family at every stage of their lives and provide a holistic approach to financial services. These are creating wealth, growing wealth, preserving wealth and transferring wealth.
John Morrison, Managing Director at Four Wealth Management, said, “I am excited about our rebranding and believe that the new name will enable our financial advisers to feel that the company is their own and deliver the very best service to our clients. I want to reassure our clients that even though our name and logo are changing, they will still receive the same personalised service and bespoke advice.”
Four Wealth Management are based here in Clifton Village, Bristol, and have clients across the South of England including in London, Midlands, Wales, Devon and Bristol.
Read more about Four Wealth Management here.