About Us

With financial adviser numbers in decline and increased computer based services being offered, it can be difficult to establish a relationship with an adviser you can trust. This is where Ballantine Wealth Management will make a difference.

We are passionate about providing a professional service which will focus on our clients’ needs and aspirations. A personalised, bespoke approach can then be planned accordingly.

We specialise in providing advice in the following areas: 

  • Retirement Planning
  • Investment Planning
  • Inheritance Tax Planning
  • Personal Protection — including Life/Critical Illness and Income Protection

In order to give reassurance to our clients, we have become a Partner Practice of the FTSE 100 company, St. James's Place, to provide these wealth management services. The company are trusted by around half a million clients to manage £96.6 Billion of hard-earned wealth — a responsibility St. James's Place take incredibly seriously.

The challenge is taken on by their investment committee, external consultants and specialists who work tirelessly to create a forward-looking, flexible investment proposition that puts the right drivers behind the wheel of our clients wealth.

Working alongside this proposition affords us the time to build long-term relationships with clients, providing tailor-made solutions which are flexible enough to adapt to changing needs over time.

We look forward to welcoming you as one of our clients.

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.

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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.