Wealth Management

 

 

 


Belvoir! Lettings has Introducer Status with one of the country’s leading wealth management companies, St. James's Place Wealth Management.

This relationship ensures that Belvoir clients have the opportunity to have the whole range of their financial affairs looked after by experienced professionals.

The St. James's Place Partnership is the sole advisory channel for St. James's Place Wealth Management and comprises some of the most qualified, experienced and highly-regarded professionals working in financial services today. Of these 1500 individuals, a small number have been carefully selected to work with Belvoir clients, ensuring the highest level of service.

The Partners can offer specialist knowledge on taxation and provide expert financial advice that enables individuals to achieve 3 principal financial objectives:
• Building and preserving capital
• Managing cash and borrowings
• Financial protection against risk

Through this exclusive relationship all clients of Belvoir! Guildford have access to a FREE, no obligation appointment with a senior level St. James's Place partner.


If you would like further information on this distinctive service, please contact us.

Belvoir! Lettings and St. James's Place Wealth Management, are authorised and regulated by the Financial Conduct Authority

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