The Business Exchange Bath & Somerset Issue 22: Winter 2021 | Page 42

Guiding you along life’ s fairways

Time is precious; we want to spend as much of it doing the things that make us happy. So keeping on top of our finances and managing our wealth – a task that can be both time-consuming and complex – can often fall way down our list of priorities.
We offer a friendly and approachable service, backed by the strength and security of FTSE 100 company, St. James’ s Place Wealth Management; and being local means we’ re here to help whenever you need us.
We pride ourselves on building trusted, long-term relationships, placing clients at the heart of everything we do. Each is unique and deserves the quality of service and advice that reflects their individual circumstances and personal aspirations.
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