We are very excited to announce that Four Wealth Management have now merged with another St. James’s Place practice – Cooper Associates Wealth Management.
We look forward to welcoming you to one of our offices in Bristol, Taunton, Cheltenham or Cirencester very soon.
Our phone number remains the same. Please do get in touch if you have any queries on:
0117 973 0500
You will shortly be redirected to the Cooper Associates Wealth Management website.
We understand that everyone’s financial needs are different
At Four Wealth Management we understand that everyone’s financial needs are different. Every one of our clients receive face to face, discreet and bespoke financial advice from a dedicated, highly experienced financial adviser who is their main point of contact.
Our aim is to build a long-lasting relationship with you based on trust and under-pinned by financial advice tailored to your specific requirements, to help you achieve your financial goals. Clients come to Four Wealth Management for advice at all stages of their life and financial journey.
You can book a no-obligation meeting with one of our Financial Advisers at your home address or at one of our offices in Bristol, Cirencester or London.
For those just starting to think about financial planning, your Four Wealth Management financial adviser will help you develop and implement a comprehensive financial strategy as you start saving, acquiring assets and creating your wealth.
As wealth accumulates, you move into the second phase of wealth management and the attention shifts to growing your wealth. Focus will be on in-depth tax-efficient financial planning and appropriate investment strategies to help your money work as hard as it can.
The third stage of financial management is preserving your wealth. Your financial adviser will develop a strategy to help protect your assets and mitigate tax liabilities.
The final stage of wealth management planning is transferring your wealth. Your financial adviser will advise you on estate planning and inheritance tax issues to help achieve the most effective transfer of wealth to your loved ones.
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 invested.
The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.
Our experienced financial advisers are happy to meet you at your home or at one of our offices in Bristol, London or Cirencester.
Or if you would prefer to talk to us, call us on 0117 973 0500.
Pension and retirement planning
Investment planning and portfolio management
Tax planning
More services
What our clients say
Secure your financial future
Four Wealth Management specialise in offering expert financial advice and wealth management to individuals, businesses and trustees. Our financial advisers are accredited beyond industry standards, ensuring you receive the highest degree of expertise and financial advice. No matter how complex your requirements are, our wealth management services and advice are tailored to you and underpinned by the St. James’s Place Guarantee.
The pace of modern day living means very few people have the time or expertise to manage their finances effectively. At Four Wealth Management we provide a holistic approach to wealth management, offering in-depth financial advice, including investment planning, portfolio management, tax planning, retirement planning, estate planning and mitigating inheritance tax.
Do I have enough wealth for financial advice?
Wealth management is a service that aims to provide financial security and empower you to take control of your personal wealth. We understand that everyone’s financial situation and needs are different and we believe that everyone can benefit from our services. Your adviser will work with you to manage your finances in line with your goals.
Complimentary Wealth Management seminars
We offer complimentary wealth management seminars on investment planning, retirement planning and inheritance tax mitigation to help you to make more of your money. Seminars are held in Bristol, London, Cheltenham, Bath, Cardiff and Devon. Our financial advisers will be there to answer your questions.
News and insights
Can I claim life insurance as a business expense in the UK?
Business owners and entrepreneurs are always keen to find legitimate ways to minimise their tax bill. At Four Wealth Management, we are often asked
What happens to my parents’ pensions when they die
Thinking about your parents dying is not easy but it is important that you understand what will happen to your parents pensions when they
Can I live in my house if I put it into Trust to reduce my Inheritance Tax liability?
Inheritance tax is the tax taken from the value of your estate when you pass away. It is usually up to 40% of your
How much will my employer pay into my workplace pension in the UK?
Whether retirement is years away for you or it is fast approaching, saving for retirement is a crucial part of financial planning at any
Frequently asked questions
A Financial Adviser can offer comprehensive advice, as they consider every aspect of your situation and tailor their advice to your circumstances. They will assess all your financial needs, in order to help you to achieve your end goal. If you are nearing a major life event, such as changing jobs, buying a house or getting married and need to consider your finances, then a Financial Adviser could help.
Wealth management is a service that aims to provide financial security and empower you to take control of your personal wealth. At Four Wealth Management, we understand that everyone’s financial situation and needs are different and we believe that everyone can benefit from our services regardless of the amount of wealth.
A wealth manager provides a holistic approach and looks at your complete financial situation including estate planning and retirement planning. A financial planner often focuses on lifestyle planning including budgeting and saving.
A Financial Adviser will provide you with peace of mind knowing that your financial affairs are in order. An adviser will take the time to review your portfolio and rebalance it when necessary to help keep you on track towards achieving your financial goals and to keep your portfolio in line with your attitude to risk.
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.
Four Wealth Management’s head office is based in Clifton, Bristol. We also have offices in London. We cover the South of England and we have clients in Bristol, Gloucester, Midlands, Wales, London, Devon and Cornwall. Our Financial Advisers will travel to your home or to a mutually convenient location for meetings.
Book a no obligation review of your finances
If you have any queries or would like to arrange a face to face meeting at your home address or one of our offices with an adviser for a no obligation review of your personal finances, simply book a call back using the form below. Alternatively, you can call us on 0117 973 0500.
