Three Wealth Management
Andrew Mortimore
DipPFS
Welcome to Three Wealth Management
I am the Partner and founder of Three Wealth Management, having over 30 years' experience in the Banking and Investments Sectors, successfully advising high net worth private clients, business clients and Trustees.
Three Wealth Management recognises that every client is different and prides itself on having the expertise and resources to consistently help deliver the 'right' financial solutions for your ever changing needs.
About
Three Wealth Management is a Partner Practice of St. James's Place located near Wells in Somerset. We advise on all areas of wealth management for individuals, businesses and Trustees - including Protection, Retirement planning, Inheritance Tax planning, as well as access to active and global investment management expertise.
We believe that the following three aspects of financial planning are key to ensuring clients have peace of mind at whatever stage of life they find themselves:
- Wealth Accumulation - having the right strategies to build critical mass of capital
- Wealth Preservation - ensuring portfolios target income/growth over inflation
- Wealth Distribution - intergenerational tax planning to minimise Inheritance Tax
Three Wealth Management work with you to fully understand your financial objectives, arrange strategies that are specifically relevant to you and regularly work together to help keep you on track. We offer face-to-face wealth management advice across the South West and believe that, together, we can develop a long lasting relationship working towards realising your financial ambitions.
We find ourselves in uncertain global times. Three Wealth Management will help you navigate this volatile financial landscape with the technical and investment expertise of the St. James's Place Group, and be your trusted pair of hands, giving you the peace of mind and financial independence to devote your time elsewhere.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
The levels and bases of taxation, and reliefs from taxation, can change at any time. The value of any tax relief is generally dependent on individual circumstances.
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
Promotions
Item 1 of 2
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.Anya Mortimore
Client Support Administrator
Advice and services
We offer an excellent wealth management service which will help you achieve your goals
More about St. James's Place
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 05/07/2023
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.
