A Partner Practice of St. James's Place Wealth Management

O'Loughlin Wealth Management

Melinda O'Loughlin

Dip PFS, Cert CII (MP)
My core values focus on building long term, high trust relationships with clients. I believe that financial services is very much a “people business” and am committed to providing excellent levels of service at all times.

About

This level of satisfaction can be judged by the fact that most of my new customers are as a result of personal recommendation by existing clients.

Even the most successful individuals and businesses need specialist advice on financial services from time to time, particularly during periods of volatility and legislative change.There are no simple off-the peg solutions. Where you need advice, you need expert advice you can trust, advice that will assist you in achieving your financial objectives – efficiently and effectively.

I offer the benefit of a single relationship to meet all of your financial needs, whether you are a working professional looking to grow, manage, protect or preserve your wealth or a business owner/director looking to ensure you have the right plans in place for your company.
Melinda O'Loughlin

Glanusk Estate, Crickhowell, Powys, NP8 1LP

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.

Insights and E-Briefing Service

Visit Insights to read articles and news to help you make informed decisions about your wealth or sign up to the E-Briefing Service; a personalised email communication service that keeps you informed on the issues that might impact your wealth.
Melinda helps me to be sensible with my money. She gives me sound advice and is very trustworthy. Her service and support has always been exceptional. I would not hesitate to recommend her to anyone.
Anonymous | Retired, Abergavenny
Melinda has been our financial adviser for many years and we were more than happy to remain with her when she formed O’Loughlin Wealth Management.

Throughout our association she has given us accurate, appropriate advice and has always acted in our best interests. We have developed a close relationship based on trust and have already recommended her services to several of our colleagues. She advises three generations of our family and we anticipate this will continue.
Iain Stokes | Medical Practitioner, Monmouth
Melinda has been providing financial advice to my family since 2008 and has consistently demonstrated sound and reliable guidance. Melinda places trust and integrity at the forefront of her service and we welcome her input to keep us organised for the long term regarding more complicated financial matters.
David Williams
Mrs Melinda O’Loughlin handled both my brothers and husbands estates and proved to be an outstandingly good financial advisor, well informed, efficient and carried out all discussions in a sympathetic, friendly but confident way. Her sound advice proved to be very beneficial both for the present and the future. She is very reliable and gives her time generously to achieve a successful outcome. I confidently and thoroughly recommend her to anyone.
Megan Rich | Retired Teacher, Cwmbran

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.

Melinda O'Loughlin
O'Loughlin Wealth Management