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

Moneta Wealth Management Limited

Ian Boalch

DipPFS
As Director of Moneta Wealth Management Ltd I have been a Financial Planner since 1986 taking a five year break from 2001 when, as a family, we moved to Canada where we ran our own business. In 2008 I took the decision to become a Partner Practice of St. James's Place Wealth Management.

About

As Director of Moneta Wealth Management Ltd I have been a Financial Planner since 1986 taking a five year break from 2001 when, as a family, we moved to Canada where we ran our own business. In 2008 I took the decision to become a Partner Practice of St. James's Place Wealth Management.

I hold professional licences for Pension, Inheritance Tax and Investment planning and employ the services of Paraplanners when needed. I also have the ability to call upon other Partners within St. James's Place if their specialist knowledge is required.

I strive to keep my clients aware of the most up to date information within the financial markets; producing market Insights is just one example.

If you would like to find out more about how we can assist, then please don’t hesitate to email or call us with any enquiry.
Ian Boalch

Paulton House, Old Mills, Paulton, Bristol, BS39 7SX

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.
He has always provided us with good honest advice and explains things clearly and thoroughly. Very happy with his services and advice. Nothing is too much trouble. I would recommend him to friends and family.
Julia Webber, 08/10/2015
Ian has always given me very sound and professional advice when discussing my financial affairs. Therefore I would not hesitate in recommending him to anyone for the service and support he provides.
Esther Twose, 09/10/2015
Ian has been a great help to me, both with regards to my personal finances and also Company related pension issues. Advice is always good and very clearly explained. I would be more than happy to recommend him to anyone.
Nick Moon, 07/10/2015
A totally trustworthy and honest adviser regardless of ones means. Pays attention to detail and is always up to speed with the Global Markets. His professionalism and sensitive support during difficult times is extremely refreshing. I would have no hesitation in recommending Ian to anyone.
Lyn Marsh, 09/10/2015
Ever since I was introduced to Ian I have had complete faith in his help and judgement. I was at a loss as to what needed doing when my husband died. His kindness and service is always spot on and I feel very comfortable with his sound trustworthy advice.
Mary Hayward, 14/10/2015
I would be very happy to recommend Ian to anyone who wants friendly and very professional advice. He has always been easy to contact, easy to talk to and concerned about my requirements.
Anon, 07/10/2015
He has always been very efficient in the handling of my account. Any queries have always been handled very professionally. Any queries I have had he has always given me good advice and he has my trust completely. I would certainly recommend him to my closest family and friends.
Joyce Gibbins, 07/10/2015
I much appreciate the close personal attention which Ian always quickly provides when required or requested but equally acknowledge with thanks the fact that he does not constantly bombard me with unnecessary communications or other material. I fully trust the advice he proffers and his willing acceptance of my opinion even if it differs from his. In brief he tailors his excellent service to my stated requirements.
M Garrett, 08/10/2015
Immediate response with detailed advice and attention. No hesitation in recommending Ian to prospective clients.
David Cottrell, 09/10/2015
I would certainly recommend Ian Boalch as a financial adviser. It was good to find someone who I felt I could trust and who I believe is always concerned for my best interests.
D J Armstrong, 16/04/2015

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.

Moneta Wealth Management Limited is registered in England and Wales, Number 7488597. Registered Office: One New Street, Wells, Somerset, BA5 2LA.
Ian Boalch
Moneta Wealth Management Limited
01761 452651