Stevens Wealth Management Ltd.

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Stevens Wealth Management Ltd, is a Partner Practice of St. James's Place Wealth Management, and provides highly personalised face-to-face financial advice to individuals, families, businesses, business owners and a select group of private clients. Specialising in Intergenerational Wealth Management, we understand that no two families are the same and that traditionally, wealth has passed from one generation to the next on an ‘as and when’ basis. An ageing population, that is living longer, now means that it is prudent to consider the needs of FOUR generations, rather than one or two. Intergenerational Wealth Management challenges that notion and looks at how families can use their wealth more collaboratively to support each other during their lifetimes. This offers legitimate estate planning and tax planning opportunities, whilst helping to alleviate the financial burdens of everyday life. In essence, we help you achieve the financial future you and your family aspire to, by helping you to understand the financial opportunities available to you, whilst helping to mitigate risks, so that your wealth benefits those you care about the most for many years to come. Calling upon over 25 years’ experience in the Personal, Intergenerational, Corporate, Employee Benefit and Offshore Financial Planning markets, we build long-term relationships on mutual trust and respect and pride ourselves on never “selling” you an “off the shelf” solution. Stevens 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). 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 15/02/2024

Company Details

Employees
4
Founded
-
Address
The Annexe, Coach House, Museum Walk, Skipton,bd23 1fs,united Kingdom
Industry
Financial Services
Website
https://www.stevenswealthmanagement.co.uk/
Keywords
Intergenerational Wealth Management, Personal Financial Planning, Corporate Financial Planning, Employee Benefits, Offshore Investment Planning.
HQ
Skipton
Competitors
HF Wealth Ltd.
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