Jane Bownas Wealth Management

: Smallacombe, Botus Fleming, Carkeel, Saltash, Cornwall, PL12 6NW

: FCA Number: 401712

Website Image of Jane Bownas Wealth Management

Based in Saltash, Cornwall, Jane Bownas Wealth Management is a rock-solid financial consultancy regulated by the FCA under number 401712. Our expertise lies in providing comprehensive financial planning and regulated advice across life, investments, pensions, retirement advice, and final salary pension transfers. Our clientele ranges from first-time investors to experienced ones seeking effective wealth management, who value our approachability and trust our tailored service. Whether you live in surrounding areas or near the major city of Plymouth, you will find us conveniently located at Smallacombe, Botus Fleming. With Jane Bownas Wealth Management, you can look forward to a secure future sculpted by expert financial advisory services.

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

Jane Bownas Wealth Management 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 Jane Bownas Wealth Management from the Motorway

From the M5, at junction 17, choose the Cribbs Causeway/A4018 exit directed towards Bristol (west). Proceed to the Cribbs Causeway Interchange before taking the fourth exit onto Merlin Road.
Continue onward to Exit 17, following signs marked Avonmouth/M5, and merge onto the M5 motorway. Maintain your course on the Devon Expressway/A38, which is clearly signposted for Plymouth, Torquay, and the A380.
At the roundabout, follow the signage for the second exit to stay on the A38. Then, take the exit leading to the town centre. Look for the ramp that leads to North Rd/B3271 and proceed along this route.
Ensure to continue following B3271 after making a right turn onto North Rd/B3271. Continue driving on Callington Rd/B3271, going straight through one roundabout.
While on Carkeel Roundabout, choose the second exit onto A388 and go straight through two roundabouts.
Next, take a right turn followed by a slight left turn. Afterwards, turn left. Your destination will be located on the right-hand side.

List of advisers under Jane Bownas Wealth Management:

Jane Bownas Wealth Management 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.