The Business Exchange Bath & Somerset Issue 5: Autumn 2017 | Page 34

Award-winning wealth management that is simply par for the course... focus solely on providing face-to-face advice and offer a dedicated, personal wealth management service to build long- I term, trusted relationships. Together, we would look to create a working plan, providing you with a clear direction towards meeting your financial goals. This includes clarifying your objectives and researching all of the options available to you. I have the experience to help you successfully secure and enhance your financial future by offering specialist advice in a wide range of areas including: • Investment planning • Retirement planning • Tax and estate planning For further information, or to request your complimentary guide to wealth management, contact: STEVEN ANDREWS Dip PFS Partner Tel: 01225 436433 Mob: 07788 428762 Email: [email protected] Web: www.sjpp.co.uk/stevenandrews 6 Kingsmead Square, Bath, BA1 2AB Best Financial Adviser 2016/17 PA RT N E R S I N M A N AG I N G YO U R W E A LT H The Partner represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The title ‘Partner’ is the marketing term used to describe St. James’s Place representatives. H2SJP26541 07/17