ST. JAMES'S PLACE WEALTH MANAGEMENT
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.
Four Wealth Management is a Senior Partner Practice of
St. James’s Place Wealth Management
Our clients benefit from St. James’s Places’ distinctive approach to investment management, as well as to their broad range of services and technical expertise.
We have access to the St. James’s Place range of outstanding fund managers. They select external managers by identifying those who have the potential to achieve superior investment performance. This gives St. James’s Place the ability to change any of these managers at short notice if the need arises, without any charges, tax consequences or inconvenience to our clients.
We believe that this investment approach gives our clients the opportunity to diversify their investments and provides the best chance to achieve superior returns over the medium to long term.
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.
The St. James’s Place guarantee
St. James’s Place guarantees the suitability of the advice given by members of the St. James’s Place Partnership when recommending any of the wealth management products and services available from companies in the Group, more details of which are set out on the Group’s website at www.sjp.co.uk/products.
This provides you with reassurance and peace of mind when planning your financial future.
What our clients say
Enquire now
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.
