With financial adviser numbers in decline and increased computer based services being offered, it can be difficult to establish a relationship with an adviser you can both trust and have confidence in.
This is where Ballantine Wealth Management will make a difference.
We are passionate about providing a professional service which will focus on our clients’ needs and aspirations. A personalised, bespoke approach can then be planned accordingly.
We specialise in providing advice in the following areas:
- Retirement Planning
- Investment Planning
- Inheritance Tax Planning
- Personal Protection including Life/Critical Illness and Income Protection
In order to give reassurance and peace of mind to our clients we have become a Partner Practice of the FTSE 100 company, St. James’s Place to provide these wealth management services. The company are trusted by around half a million clients to manage £96.6 Billion of hard earned wealth. A responsibility St. James’s Place take incredibly seriously.
The challenge is taken on by their investment committee, external consultants and specialists who work tirelessly to create a forward looking, flexible investment proposition that puts the right drivers behind the wheel of our clients wealth.
Working alongside this proposition enables us the time to build long term relationships with clients providing tailor made solutions, which are flexible enough to adapt to changing needs over time.
We look forward to welcoming you, as one of our clients.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.