James Bason Wealth Management Limited
James Bason
DiP PFS
James Bason Wealth Management was established in 2020, when it's Director James Bason accepted an invitation to join St. James's Place. Prior to this, the Practice was operating as an IFA for nine years.
About
I provide wealth management advice to individuals and businesses in and around the Oxfordshire and The Cotswolds. My advice is tailored to meet your personal and/or business objectives.
Promotions
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We have many years of experience in wealth management and we are dedicated to your financial well-being.
My team are dedicated to your financial well-being.Advice & Services
We offer an excellent wealth management service which will help you achieve your goals
Testimonials
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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 29/02/2024
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.
James Bason Wealth Management Limited is registered in England and Wales, Number 12136566. Registered Office: 6 Fallowfield Crescent, Witney, Oxfordshire, OX28 1AF.
