Bath Wealth Management Limited

: Sunningend Business Centre, 22 Lansdown Estate, Gloucester Road, Cheltenham, Gloucestershire, GL51 8PL

: FCA Number: 648729

Website Image of Bath Wealth Management Limited

Situated in Cheltenham, near Gloucester, Bath Wealth Management Limited is a FCA regulated firm (FCA registration number 648729) that serves clients across Gloucestershire. Specialising in financial planning, the company's offerings include life and investment advice, pensions retirement guidance, final salary pension transfers and more. Helping clients navigate their financial journeys with tailored advice, Bath Wealth Management Limited prides itself on its client-focused approach. Whether you are a first-time investor or nearing retirement, this firm provides expert, regulated advice to assist you in achieving your financial goals. Find them at Sunningend Business Centre, 22 Lansdown Estate, GL51 8PL, Cheltenham, GB.

Their team includes 2 financial advisers. Check FCA registration here.

Bath Wealth Management Limited 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 Wealth Management Limited from the Motorway

From the M5:
Upon reaching junction 11, please proceed to take the A40 exit directed towards Gloucester/Cheltenham.
At the Golden Valley Junction, kindly use the third exit onto the A40 ramp, pointing towards Cheltenham/Gloucestershire Airport.
Please continue by taking the ramp onto the A40.
Arriving at the Arle Court Roundabout, utilise the third exit onto Gloucester Road, also known as the A40.
At the subsequent roundabout, proceed with the second exit and maintain your route on Gloucester Road/A40.
Subsequently, make a left turn onto Gloucester Road, alternatively labeled the B4633.
Afterward, make another left turn.
Finally, make a right turn and your destination will be situated on the left.

List of advisers under Bath Wealth Management Limited:

Bath Wealth Management Limited 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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