Adams & Bowles Wealth Management Ltd
At Adams & Bowles Wealth Management, we understand that the financial world we are living in is ever changing and more complex than ever before. Despite this, personal financial advice is not easily accessible to the public.
We pride ourselves on building strong, long lasting relationships with our clients, which is achieved by offering professional, ongoing face to face advice.
We also feel it’s important to give back to the community wherever possible and as such, we have a strong focus around getting involved in various charitable events throughout the year, as well as providing free Financial Education workshops to schools and places of work.
Please get in touch for a no obligation, comprehensive financial review of your circumstances, which would include:
- Retirement Planning
- Inheritance Tax & Estate Planning
- Investment Planning
- Protection Planning
- Mortgages
- Access to Specialist Banking
Working as a Partner Practice of St. James’s Place, allows us to provide our clients with an extensive range of products and services whilst giving you the added backing of a FTSE 100 company. For complete peace of mind, the advice you receive is comprehensively covered by the St. James’s Place guarantee.*
Your home may be repossessed if you do not keep up repayments on your mortgage.
*St. James’s Place guarantees the suitability of the advice given by members of the St. James’s Place Partnership when recommending any of the wealth management products and services available from companies in the Group, more details of which are set out on the Group’s website at http://www.sjp.co.uk/products.
Adams & Bowles Wealth Management Ltd is an Appointed Representative of and 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 http://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.
SJP Approved 20/04/2023
