At Jane Bownas Wealth Management we aim to provide our clients with clear, bespoke and meaningful advice, across generations, providing all with a brighter financial future.

We understand the importance of feeling financially secure and how overwhelming financial planning can be, but our family focused approach allows you peace of mind, knowing that your investment is in the best possible hands.

Our role as financial advisers is to provide each client with the means and support to reach their personal goals. We work closely with you to understand your current financial position, before creating both medium and long term strategies to protect and grow your capital.

Our specialist knowledge in areas such as investments, savings, pensions and inheritance and later life planning, means that we can support you through any significant life event (whether it be good or bad) drawing on our relationships with other industry professionals, such as solicitors and accountants, when needed.

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.