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