Helen Fitzpatrick
DipPFS CeMAP
By offering financial advice, I understand the importance and values of financial planning for the future.
As a financial Adviser I aim to build a clear financial plan, helping clients to achieve their financial goals for their future.
About
Welcome to Montpellier Wealth Management.
Here at Montpellier Wealth Management in Cheltenham we take great pride in offering our clients a bespoke financial planning service.
We believe by providing clients financial advice, building a clear financial plan will help build a strong foundation for your future.
Helping individuals & business owners to secure their financial future, offering a professional financial advice service, whilst maintaining excellent ongoing customer relationships is what we strive to provide to make your financial experience valuable.
Whether you are looking to purchase your first home, require advice on protection planning for you or your business, need financial advice on investment planning or simply want to know more about retirement planning.
We at Montpellier Wealth Management in Cheltenham help individuals, families and business to achieve their financial goals with our financial advice we can secure your financial future by creating a clear plan to suit your needs.
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Advice & Services
We offer an excellent wealth management service which will help you achieve your goals
Testimonials
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.
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 10/05/2023
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.
