We are an Associate Partner Practice of St. James’s Place, providing advice and solutions on a wide variety of financial needs, including pensions, investments and mortgages.
We specialise in working with business owners to help them extract profit from their business in the most tax efficient way and help them plan for their future financial self.
We also provide advice and solutions on inheritance tax and protection plans including life cover, income protection, business protection, private medical insurance and accident and sickness cover.
The value of an Investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than you invested.
SWT Wealth Management 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).