Bowcliffe Wealth Management Ltd is a Senior Partner Practice of St. James's Place Wealth Management, offering bespoke Chartered Financial Planning advice from the beautiful surroundings of Bowcliffe Hall near Wetherby.
Clients are well placed and receive exceptional service as we help meet their personal/business needs.
Bowcliffe Wealth Management Ltd offers personal face to face advice to clients throughout the country.
“In an age where technology plays a vital role, here at Bowcliffe Wealth Management Ltd we embrace this. However, we never fail to appreciate the importance of face to face advice, and although the principles of wealth management haven’t changed since joining the industry some 16 years ago, the need for personal financial planning advice has never been more important than now.”
Adrian Brook, Director of Bowcliffe Wealth Management Ltd.
As a Senior Partner Practice of St. James's Place, a FTSE 100 Wealth Management Company we are able to deliver exceptional service with access to market leading research and World leading fund managers.
We would like to welcome you to Bowcliffe Wealth Management Ltd, and look forward to developing a long lasting relationship.
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
We do not provide 'off the shelf' solutions. We put our clients at the heart of everything we do.
We specialise in providing high quality advice on many aspects of wealth management, working with you to help you achieve your financial goals.
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We have been taking advice from Adrian for many years now. He has always provided sensible and trustworthy advice, taking into account our needs as they have changed over the years. He has always found time to answer all our questions and we would not hesitate in recommending him to anyone.
The Partner Practice is an Appointed Representative of and 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 ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.