Bath & West Wealth Management LTD

: 3-4 Widcombe Parade, Bath, Somerset, BA2 4JT

: FCA Number: 757811

Website Image of Bath & West Wealth Management LTD

Situated in the scenic city of Bath, Somerset, Bath & West Wealth Management Ltd is a distinguished firm specialising in comprehensive financial services. Regulated by the FCA under number 757811, our established track record ensures robust, informed guidance on life investments, pensions retirement advice, and final salary pension transfers. With a core focus on personalised financial planning, we're trusted across both Bath and the broader region for providing regulated advice with clarity and transparency. We pride ourselves on approaching each client's financial journey with tailored strategies that suits their individual needs. Find us located at Widcombe Parade, Bath, where we dedicate our expertise to helping local families and individuals navigate their financial futures.

Their team includes one financial adviser. Check FCA registration here.

Bath & West Wealth Management LTD are approved by the FCA to give advice on:

Note: Permissions displayed are inherited from the Principal Network. Explicit limits for this Appointed Representative are governed by private contract.

Directions to Bath & West Wealth Management LTD from the Motorway

From the M4:
At junction 17, please take the A429/A350 exit, directing towards Cirencester/Chippenham.
Merge onto the M4.
At junction 18, please take the A46 exit, leading towards Bath/Stroud.
At the Tormarton Interchange, take the first exit which will lead you onto the A46.
Take the A4 ramp directing you to Bath/Warminster/A36.
At London Road Junction, take the third exit which will lead you onto London Road West/A4.
Make a left turn onto Cleveland Place.
Continue onto Bathwick Street.
Continue onto Sydney Place/A36, ensuring to go through one roundabout.
Make a left turn onto Claverton Street/Sussex Place/Widcombe Parade. Your destination will be on your right-hand side.

List of advisers under Bath & West Wealth Management LTD:

Bath & West 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://sjp.co.uk/products

SJP Approved : tbc

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Investment Risk Warning: Buying investments can involve risk. The value of your investments and the income from them can go down as well as up and is not guaranteed at any time. You may not get back the full amount you invested. Information on past performance is not a reliable indicator for future performance.

Mortgage Risk Warning: Think carefully before securing other debts against your home. Your home may be repossessed if you do not keep up repayments on a mortgage or any other debt secured on it. If you are thinking of consolidating existing borrowing, you should be aware that you may be extending the terms of the debt and increasing the total amount you repay.