About us

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.

We aim to build a long lasting relationship with you because our clients are firmly at the heart of everything we do. We offer a face to face wealth management advice service. Our clients include business owners, sports professionals, families and individuals. We provide advice tailored to meet your individual needs and circumstances on how to create and preserve wealth in a tax efficient way.

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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.