namemark

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.

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.

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.

Promotions

Item 1 of 4

Advice & Services

We offer an excellent wealth management service which will help you achieve your goals

Corporate Services
SJP’s comprehensive range of Corporate Services helps entrepreneurs and corporate directors manage their personal, business and employees’ financial security.

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.

SJPWM-Crop-Blue.svg

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 26/05/2022

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.