An Associate Partner Practice of St. James's Place Wealth Management

Annika Grizzell Wealth Management

Annika Grizzell

BA(Hons) CII Cert (MP)
At Annika Grizzell Wealth Management we build long-term relationships with clients aiming to provide financial security now, in later life and for future generations. Offering personalised advice to individuals, families and businesses, our aim is to support your financial objectives.


Lots of people say they're looking for financial advice, but they don't know where to start or what to look for. The most important thing you can do, is to look for someone you can trust and that you can work with over the years to discuss big issues and make serious decisions.

We are straight-forward, well-informed and relatable. We know how big some of these decisions are, and how important creating a lasting legacy for your family is for you. Building a highly personalised face to face relationship with the person responsible for your financial future and security is one of the most sensible choices you can make.

Annika has a degree in Business and Finance, which took her to work in Corporate Finance for 14 years. Aside from the knowledge and skills she gained working for global technology companies, her favourite part of the roles were working with clients and building relationships with them. Wanting to make a positive impact on a client's financial well-being is what brought her to become a Partner Practice of St. James's Place Wealth Management, and has allowed her to make a difference to families and businesses.

Annika believes there are three pillars of well-being; mind, body and wealth. Knowing you are in good financial health is as important as having a healthy body and a sound mind. She is passionate about the human side of money and building relationships with clients.

It's important to know that we won't just tell you what to do with your money, but we will work with you, now and in the future, to empower and educate you to make the right choices based on where you are today, what your dreams and aspirations are, the opportunities and challenges you face, and your plans for tomorrow.

If you're the kind of person that wants to control their financial future, get in touch. Let us take care of the 'later' and the 'what if' - so you can concentrate on living in the here and now.

Covering; The Cotswolds - Wiltshire, Gloucestershire, Oxfordshire and the South West.
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
Annika Grizzell

Mere Cottage, 40 Latton, Swindon, Wiltshire, SN6 6DS

9am to 5pm
9am to 5pm
9am to 5pm
9am to 5pm
9am to 5pm

Advice & Services

We offer an excellent wealth management service which will help you achieve your goals

Investment planning
Whatever your financial goals, create an investment strategy that helps meet your needs.
Protecting you and your finances
Insurance and protection products to help safeguard all that you hold dear.
Retirement planning
Careful pension planning is vital for a long and comfortable retirement. Learn more about your options.
Banking and mortgages
Make your finances work harder with mortgages and access to specialist banking services.
Corporate services
Helping entrepreneurs and corporate directors manage their personal, business and employees’ financial security.
Other specialist services
A network of professional specialists is on hand to provide all the help and support you’ll need.
Exploring Intergenerational Wealth Management
Intergenerational wealth management helps families use their collective wealth to support each other across their lifetimes.
Here to support you and help to provide peace of mind in this uncertain time.
Our investment management approach
A number of carefully selected external managers of outstanding ability manage our client funds.

News & Insights

Visit Insights to read articles and news to help you make informed decisions about your wealth

Why Choose St. James's place?

We're not about selling products. We pride ourselves on building trusted, long-term relationships with clients - only by doing so can we truly understand our clients' immediate needs and future aspirations, and offer the quality, bespoke advice that they deserve.

Our investment management approach
A number of carefully selected external managers of outstanding ability manage our client funds.
St. James's Place Charitable Foundation
Over £93 million has been raised for our charitable arm, changing the lives of children and young people.
Award winning service
St. James's Place are pleased to have won numerous awards over the years, voted for by industry experts and the public.

St. James's Place Guarantee

St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.

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 The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.

Annika Grizzell
Annika Grizzell Wealth Management