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ABOUT Adams & Bowles Wealth Management Ltd
The financial world we now live in is ever-changing and more complex than ever before. The need for bespoke financial advice to enhance and protect your wealth has never been more important than it is today. Despite all of this, regular advice is not easily accessible to the public, as the majority of financial services providers offering personal advice has drastically reduced over the years. This means that many people are simply unable to benefit from professional financial planning.
At Adams & Bowles Wealth Management this is a service that we pride ourselves on. We do this by building strong, long-lasting relationships with each client, putting their needs and requirements at the heart of everything we do. We very carefully consider each individual’s goals and aspirations, allowing us to provide professional tailor-made solutions.
We are able to offer a no-obligation, comprehensive financial review of your circumstances, which would include:
• Retirement Planning
• Investment Planning
• Savings Planning
• Personal Protection Including Life & Critical Illness Cover
• Business Protection Including Key Man Insurance
• Inheritance Tax & Estate Planning
Working as a Partner Practice of St. James's Place Wealth Management, allows us to provide our clients with an extensive range of products and services whilst giving you the added backing of an FTSE 100 company.
For complete peace of mind, the advice you receive is comprehensively covered by the St. James's Place Wealth Management guarantee.
We look forward to building a professional and valued relationship with you in the future.
Adams & Bowles Wealth Management Ltd
30 Churchill Sqaure
The Partner 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 www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.