Diana Thal-Jantzen Wealth Management - Financial Adviser

Diana Thal-Jantzen

DipPFS

My aim is to build and maintain a long lasting relationship with you, to be a constant source of help and advice throughout all stages of your life and to provide you with peace of mind in your financial objectives.

E-Briefing Service

Location : Brislington

0117 971 3508

07980 387726

About

Diana Thal-Jantzen Wealth Management specialises in offering expert advice in a wide range of important areas including investment and pensions planning and protection.

As an Associate Partner Practice of the highly successful St. James's Place Partnership, I provide a dedicated personal service to all my clients, helping them to create a firm foundation in meeting their financial objectives, so that they can look to the future with confidence and optimism.

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Advice & Services

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

We’re here to make the money you’ve worked hard for, work just as hard for you. Together, we will create a personal investment strategy, and a detailed plan to help you reach your personal goals.

Our insurance and protection products are designed to look after you and those you love, should life take an unexpected turn.

We all want to make sure that we’ve got enough money for a long, comfortable retirement. Having a detailed retirement plan in place will bring peace of mind today, knowing you can enjoy tomorrow.

Finding the right mortgage for you can be a minefield. So we offer practical, clear advice on mortgages, loans, and financing, plus access to specialist banking services.

SJP’s comprehensive range of Corporate Services helps entrepreneurs and corporate directors manage their personal, business and employees’ financial security.

Our network of professional specialists provides all the help and support you’ll need with more specialised services such as Will writing.

Intergenerational wealth management helps families cascade their collective wealth across generations to support each other.

Use these calculators to help you determine more about your current or future financial position.

SJP chooses its external fund managers extremely carefully. Only those we consider outstanding in their field manage our client funds.

More about St. James's Place

We’re not about selling products. Of course, we aim to achieve the best returns and help you make the most of your money. But it’s not all we want. We’re relationship-builders, ready with guidance and advice whatever stage you’re at in your life. We offer a financial service that lasts a lifetime, and beyond.

A number of carefully selected external managers of outstanding ability manage our client funds.

The Charitable Foundation is the charitable arm of the St. James's Place Group.

It’s not all about winning awards, but we are pleased that we have been recognised over the years, both by the wealth management industry but more importantly, by you.

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.

SJP Approved 16/01/2023

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.

Diana Thal-Jantzen

Diana Thal-Jantzen Wealth Management