Partners In Managing Your Wealth

Partners In Managing Your Wealth

Our holistic approach to Wealth Management brings together specialists to provide you with the advice you need.

Do you want to talk about Pension Planning, Retirement Planning or your Investment Planning needs?

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FTSE Listed Business

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Founded in

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Industry awards since 2014

Bespoke Wealth Management

About Us

We are Bespoke Private Clients.

Delivering a totally unique experience, that is both local and truly personalised.

Offering you the security and piece of mind that can only come with being backed by a FTSE 100 listed company.

Your Advice Guarantee

At Bespoke Private Clients, we became a Partner Practice of St. James’s Place Wealth Management because we share the same values, and they have a strong heritage.

By being a Partner Practice of St. James’s Place, you will continue to benefit from our expertise as professional wealth managers.

In addition you will benefit from the St. James’s Place Guarantee*, which provides additional peace of mind that your best interests are being looked after. As a Partner Practice of St. James’s Place, we have access to some of the world’s best fund managers through the St. James’s Place Investment Approach, whose performance is continually monitored by the St. James’s Place Investment Committee.

* St. James’s Place guarantees the suitability of the advice given by members of the St. James’s Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details can be found on the Group’s website.

Contact Us

Have a question?
Would you like a meeting?

0117 440 7869

  • Knightwood Court, Mead Road, Bristol, BS34 8PS

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Bespoke Wealth Management