Wealth Management

Belvoir West Bridgford has the pleasure of introducing one of the country's leading wealth management companies; St. James's Place Wealth Management.

As an introducer, our relationship ensures that Belvoir clients have the exclusive 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 qualified, experienced and highly-regarded professionals working in financial services today. Of these near 1300 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

All clients of Belvoir West Bridgford have access to a FREE no obligation appointment with a St. James's Place partner.

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

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

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

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