We understand that everyone’s financial needs are different
At Four Wealth Management we understand that everyone’s financial needs are different. Every one of our clients receive face to face, discreet and bespoke financial advice from a dedicated, highly experienced financial adviser who is their main point of contact.
Our aim is to build a long-lasting relationship with you based on trust and under-pinned by financial advice tailored to your specific requirements, to help you achieve your financial goals. Clients come to Four Wealth Management for advice at all stages of their life and financial journey.
You can book a no-obligation meeting with one of our Financial Advisers at your home address or at one of our offices in Bristol, Cirencester or London.
For those just starting to think about financial planning, your Four Wealth Management financial adviser will help you develop and implement a comprehensive financial strategy as you start saving, acquiring assets and creating your wealth.
As wealth accumulates, you move into the second phase of wealth management and the attention shifts to growing your wealth. Focus will be on in-depth tax-efficient financial planning and appropriate investment strategies to help your money work as hard as it can.
The third stage of financial management is preserving your wealth. Your financial adviser will develop a strategy to help protect your assets and mitigate tax liabilities.
The final stage of wealth management planning is transferring your wealth. Your financial adviser will advise you on estate planning and inheritance tax issues to help achieve the most effective transfer of wealth to your loved ones.
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 invested.
The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.
Our experienced financial advisers are happy to meet you at your home or at one of our offices in Bristol, London or Cirencester.
Or if you would prefer to talk to us, call us on 0117 973 0500.
Pension and retirement planning
Investment planning and portfolio management
Tax planning
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What our clients say
Secure your financial future
Four Wealth Management specialise in offering expert financial advice and wealth management to individuals, businesses and trustees. Our financial advisers are accredited beyond industry standards, ensuring you receive the highest degree of expertise and financial advice. No matter how complex your requirements are, our wealth management services and advice are tailored to you and underpinned by the St. James’s Place Guarantee.
The pace of modern day living means very few people have the time or expertise to manage their finances effectively. At Four Wealth Management we provide a holistic approach to wealth management, offering in-depth financial advice, including investment planning, portfolio management, tax planning, retirement planning, estate planning and mitigating inheritance tax.
Do I have enough wealth for financial advice?
Wealth management is a service that aims to provide financial security and empower you to take control of your personal wealth. We understand that everyone’s financial situation and needs are different and we believe that everyone can benefit from our services. Your adviser will work with you to manage your finances in line with your goals.
Complimentary Wealth Management seminars
We offer complimentary wealth management seminars on investment planning, retirement planning and inheritance tax mitigation to help you to make more of your money. Seminars are held in Bristol, London, Cheltenham, Bath, Cardiff and Devon. Our financial advisers will be there to answer your questions.
News and insights
Can grandparents open a Junior ISA for a grandchild?
At Four Wealth Management, we are often approached by grandparents who are looking to invest for their grandchildren tax-efficiently. There are various different savings
What pension schemes can self-employed people use?
If you are self-employed then planning for your retirement requires you to proactively look at your own pension options in order to ensure you
How to tax-efficiently transfer wealth to the next generation in the UK
You spend your lifetime building and preserving your wealth but ensuring that it is passed to your future generations tax-efficiently requires strategic planning in
How trusts can speed up probate in the UK
Probate is the legal process of administering an individual’s estate after they pass away. It can be time-consuming and very complex. However, trusts can
Frequently asked questions
A Financial Adviser can offer comprehensive advice, as they consider every aspect of your situation and tailor their advice to your circumstances. They will assess all your financial needs, in order to help you to achieve your end goal. If you are nearing a major life event, such as changing jobs, buying a house or getting married and need to consider your finances, then a Financial Adviser could help.
Wealth management is a service that aims to provide financial security and empower you to take control of your personal wealth. At Four Wealth Management, we understand that everyone’s financial situation and needs are different and we believe that everyone can benefit from our services regardless of the amount of wealth.
A wealth manager provides a holistic approach and looks at your complete financial situation including estate planning and retirement planning. A financial planner often focuses on lifestyle planning including budgeting and saving.
A Financial Adviser will provide you with peace of mind knowing that your financial affairs are in order. An adviser will take the time to review your portfolio and rebalance it when necessary to help keep you on track towards achieving your financial goals and to keep your portfolio in line with your attitude to risk.
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.
Four Wealth Management’s head office is based in Clifton, Bristol. We also have offices in London. We cover the South of England and we have clients in Bristol, Gloucester, Midlands, Wales, London, Devon and Cornwall. Our Financial Advisers will travel to your home or to a mutually convenient location for meetings.
Book a no obligation review of your finances
If you have any queries or would like to arrange a face to face meeting at your home address or one of our offices 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.
