Wealth Management

Wealth Management

Belvoir Lettings Weston-super-Mare has recently achieved Introducer Status with one of the country's leading wealth management companies, St. James's Place Wealth Management.

This relationship ensures that Belvoir clients in Weston-super-Mare have the opportunity to have a 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 experienced, able and highly-regarded professionals working in financial services today. Of these over 1,700 practices, 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 borrowing
  • Financial protection against risk

Through lengthy negotiations, all clients of Belvoir Lettings Weston-super-Mare have access to a no obligation initial appointment with a member of St. James's Place Wealth Management. These appointments, regardless of the query, are attended by the Partners themselves.

You will be contacted within one working day of seeking assistance and will be offered an appointment within 10 working days of the call. These timescales are exclusive to Belvoir clients.

Belvoir Lettings introduce to St. James's Place Wealth Management, which is authorised and regulated the Financial Services Authority.

If you would like further information on this distinctive service, please contact us for a no obligation CONFIDENTIAL discussion or call Domenica on 01934 707430.

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