Welcome to Ballantine Wealth Management

We specialise in providing a highly personalised and comprehensive financial planning service. Our ethos is to build long-term client relationships with individuals, families and business owners throughout the South West of England.

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Insights and E-Briefing Service

Visit Insights to read articles and news to help you make informed decisions about your wealth or sign up to the E-Briefing Service; a personalised email communication service that keeps you informed on the issues that might impact your wealth.

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.

Ballantine Wealth Management is a trading name of Ballantine Wealth Management Ltd. Ballantine Wealth Management Ltd is registered in England and Wales, Number 11428358. Registered Office: Hestercombe House, C/O Walpole Dunn, Hestercombe Gardens, Cheddon Fitzpaine, Taunton, TA2 8LG.