Welcome to IWM Wealth Management

At IWM Wealth Management Limited we pride ourselves in providing the highest level of service combined with a holistic approach to financial planning that allows you to benefit from our professionalism, knowledge and quality of wealth management.


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I would just like to thank you and your team, Lewis and Sharon, for all the help you have given me with my pensions and my retirement plan, this was not an easy task given the quantity of pension pots I had. Meeting you and your team at our meeting was a privilege and they are the personification...

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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.

IWM Wealth Management Limited is registered in England and Wales, Number 10852119. Registered Office: 7 Coed-Y-Bryn, Blackwood, Gwent, NP12 1HA.