Welcome to Isaac Wealth Management

At Isaac Wealth Management, we provide bespoke wealth management advice to private and corporate clients in Wales and the South West.

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SJP Approved 18/06/2025

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.

Isaac Wealth Management is a trading name of Isaac Wealth Limited. Isaac Wealth Limited is registered in England and Wales, Number 08825126. Registered Office: 8 Catherines Gate, Merlins Bridge, Haverfordwest, Pembrokeshire, SA61 1NB.