NB Wealth Management Ltd, Senior Partner Practice of St. James's Place Wealth Management

Our goal is to help you make the most of your assets by providing you with high-quality advice to take advantage of the most tax-efficient investments for your needs. By working with us, you will benefit from a personal service grounded on the highest professional standards. Each recommendation is bespoke, allowing you to enjoy peace of mind that all of the advice we give you is relevant to your personal requirements. As a young Practice, our aim is to develop and nurture long-lasting relationships built on mutual trust that will span over many years. As a result, you will benefit from continuity of service as your financial position evolves. You will also have a direct point of contact so that you can easily gain access to the answers you need. Our main specialisations are: Investments and tax-efficient planning; Pensions and retirement planning; Inheritance tax planning; Protection planning. The service we offer is ideally suited to high-net-worth individuals, families, small businesses and people with complex financial planning needs. We are different to other financial advisers as we offer our clients the combination of a traditional, personal service associated with a small practice alongside the reassurance and credibility provided by SJP. This enables clients to receive quality advice, build long-term relationships with their adviser and have peace of mind that any investments recommended have been highly researched and vetted by the SJP specialist investment committee. The value of your investment can go down as well as up. You could get back less than you invested. The Partner Practice 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). 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 04/07/2023