ABOUT US
We are very excited to announce that Four Wealth Management have now merged with another St. James’s Place practice – Coopers Associates Wealth Management.
You will shortly be redirected to the Cooper Associates Wealth Management website.
Everyone is different and everyone’s financial needs are unique
At Four Wealth Management our clients are front and centre of everything we do, and all of our advice is bespoke and tailored to each client. We specialise in offering expert financial advice to individuals, businesses and trustees in a wide range of areas including tax efficient investment planning, retirement planning, pension planning, estate planning, and aiming to reduce inheritance tax.
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. We achieve this by offering a personal face to face service and taking the time to understand your aims and objectives. This enables us to create a bespoke solution and provide tailored advice to help you achieve your financial aims. We will continually monitor your portfolio to help keep you on track to meet your goals.
Four Wealth Management provide financial advice and wealth management services to clients across the South of England. Our head office is in Aztec West, Bristol. We also have access to offices in Cirencester and London. Our financial advisers are happy to meet clients at their home or in one of our offices.
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.
Our commitment to building long-lasting trusting relationships with our clients and providing high quality professional financial advice is at the heart of everything we do
To attain this we have three core values:
Put our client needs first
At Four Wealth Management, our clients are the highest priority. We take the time to understand our client’s aims and objectives before making tailored recommendations. We work with our clients and their family to provide financial security and support.
Be transparent and trustworthy
When selecting a wealth manager, we understand that it needs to be someone you can trust. We build relationships with our clients, starting with understanding what is important to them. We adapt our financial advice as your needs change over time. We are transparent about our charges, which will be discussed with you during your face to face meeting with an adviser. Meet the financial adviser team at Four Wealth Management.
Provide a high-quality service
We deliver a friendly, highly personalised service to our clients and deal with financial manners in the strictest confidence. We respond to queries quickly and handle all administration so our clients have more time to focus on what is important to them. Learn more about our full range of financial services.
What our clients say
Book a no obligation review of your finances
If you have any queries or would like to arrange a face to face meeting 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.
