Lees Wealth Management Competitors

4Life Wealth Management LLP is a Senior Partner Practice of St. James's Place Wealth Management. 4Life Wealth Management LLP was founded to offer a wider audience first class financial and investment planning advice to meet their needs, not only now, but for generations to come. By establishing an elite team of financial advisers, from young trainees to highly qualified experienced advisers, backed up by a well trained, efficient administrative office, we ensure that our clients receive consistent, high quality advice enabling them to achieve their financial goals.

Registered Office: Bird Tree Cottage, 156 High Street, Portishead, Bristol, BS20 6PY. View the Members of Richard J K Brown Wealth Management LLP.

Grovewood Wealth merged with Eight Wealth Management in Dec 2023. Grovewood Wealth Management Ltd is a family business providing personal financial advice since 2001. Grovewood Wealth Management specialises in providing high quality bespoke advice to individuals, their families and their businesses, working closely with them to help them achieve their financial goals. Central to any advice is listening and understanding clients’ lifestyles, stages , goals and dreams, and developing tailored strategies for wealth creation, preservation and succession. True wealth is about more than just money, true wealth is about equipping you with the tools you need to live your best life. As Chartered Financial Planners Grovewood Wealth Management Ltd has been advising clients since 2001 and within the St. James's Place Partnership since 2012. Headed by husband & wife team Michael & Lynne Gadsden they both have 30 years’ experience in the financial planning sector. They are passionate about what they do and in doing so they have built an incredibly successful business in the South East of England. Now with their next generation coming into the business they were very proud to win Family Business of the Year 2023 in the Tunbridge Wells Times Business Awards. Specialties: Wealth Management, Wealth Protection, Financial Life planning, Retirement planning, Investment planning, Inheritance tax planning, Long Term care advice Grovewood Wealth Management 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.' SJP Approved 18/04/23