Sulis Wealth LTD

: Highmere Cottage, Tyning Lane, Bath, Somerset, BA1 6EQ

: FCA Number: 768844

Located in the historic city of Bath, Sulis Wealth Ltd is a reputable financial firm offering comprehensive wealth management solutions. From tailored pensions retirement advice and final salary pension transfers to strategic investments planning, every service is designed to secure your financial future. Regulated by the FCA under number 768844, their team of experts not only serves clients in Somerset but also across the surrounding regions. Known for their professional yet approachable demeanor, they are often the go-to for locals seeking trustworthy financial counsel. Their expertise lies in understanding individual needs and providing personalized solutions. Paid them a visit at Highmere Cottage, Tyning Lane, you'll find them ready to help guide your financial journey.

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

Sulis Wealth 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 Sulis Wealth LTD from the Motorway

From the M4,
at Junction 17, please take the A429/A350 exit towards Cirencester/Chippenham.
Merge onto the M4.
At Junction 18, take the A46 exit towards Bath/Stroud.
Upon reaching the Tormarton Interchange, take the first exit onto the A46.
Make a left turn, followed by a right turn towards Gloucester Road.
Turn left onto Gloucester Road.
Afterward, make a right turn onto Ferndale Road.
Turn left onto St. Saviour’s Road.
St. Saviour’s Road then takes a right turn and subsequently becomes Brooklyn Road.
Proceed onto Eldon Place.
Take a left turn onto Charlcombe Lane.
Next, turn right onto Worcester Buildings.
Continue onto Hawarden Terrace.
Proceed straight onto Bay Tree Road.
Proceed to turn right onto Eastbourne Avenue.
Finally, turn left onto Tyning Lane. Your destination will be located on your left.

List of advisers under Sulis Wealth LTD:

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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.