- Loyalty Club
- Visitor Info
- About the BID
Offering investment planning, Wealth Management and retirement planning within the Swindon area, our office is confident in being able to provide the financial advice you need to help you make plans for and to help protect your future.
Our focus is on understanding our clients current and future financial needs. Whether reviewing investment strategies or protecting their families and wealth, our advice is tailored to our client’s specific circumstances.
Our clients have one dedicated adviser who looks after all their financial planning needs and ensures a personal service.
We frequently work alongside client’s own solicitors and/or accountants and in this way, an appropriate solution can be found for any given situation. Financial planning can be complex at times and our aim is to present the necessary information to each client in a clear manner to ensure that each aspect can be understood.
Our website outlines our wealth management services and expertise which we hope you will find informative.
We very much look forward to building a professional and valuable relationship with you in the future.
We welcome a conversation with you, should you have any financial concerns or questions regarding our financial advisory services, or if you are in the Swindon area why not pop in and see us.
Financial Advice Group 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) 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.