At Somerset Wealth Management we uphold old-fashioned values, delivering impeccable service with integrity and reliability. We seek to build long-term trusting relationships with our clients.
We work with you to strengthen your financial success by creating sustainable financial plans, tailored for you and your loved ones. Through regular meetings, we will adapt your plan to evolve with you throughout life’s journey.
Our service is necessarily bespoke.
Based in the heart of Somerset, we work with discerning clients from Cornwall to London to deliver first class exemplary service and best of breed portfolio management.
We are proud to be aligned to the products and services of St. James’s Place, providing our clients with access to their distinctive investment management approach and world class fund managers. Your financial peace of mind is assured by the St. James’s Place advice guarantee, which underwrites the suitability of the advice we recommend to our clients.
We will be delighted to help you by conducting a no obligation financial audit at our offices in Somerset and Mayfair, or by arrangement at your home or place of work.
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.