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

Diana Thal-Jantzen Wealth Management

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.

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.
Diana Thal-Jantzen

523 Bath Road, Brislington, Bristol, BS4 3LB

Monday
9am to 5pm
Tuesday
9am to 5pm
Wednesday
9am to 5pm
Thursday
9am to 5pm
Friday
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.
COVID-19
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
Diana supported us when we bought our first home and has recently helped us plan our finances in preparation for our first child. She has been reassuring, friendly and knowledgeable. She has explained everything simply and clearly. I highly recommend Diana and her services.
Andy Whitty
‘Diana’s approach fosters a constructive atmosphere allowing business to be conducted with the client’s interests at the centre of discussions.
Such a style builds the essential trust required in financial management.’
Nigel Wright
‘She is helpful and patient and willing to ‘go the extra mile’ to accommodate all needs’
Name supplied
Diana is consistently helpful, open, and cheerful and will always do her best to accommodate what the client wants. Always friendly and someone you trust, and I would have thought ‘trust’ was at the heart of being a great Financial Adviser.
Name Supplied
Diana was very helpful in explaining, simply and clearly how St. James's Place could help with my retirement plans, she listened to my requirements and areas of interest and produced very good options for me.
Diana was very professional, but also friendly and informed and gave me confidence that the solutions offered would suit my needs, both in the short and longer term.
Name Supplied
Diana has always shown a very keen interest in my financial affairs. She continues to provide me with excellent and clear financial advice; therefore, I would not hesitate in recommending her very professional service to anyone.
Name Supplied

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.
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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 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