Clear And Professional Financial Advice You Can Trust

With offices situated in the Chippenham countryside and in Bristol we take pride in guiding and expertly advising individuals and businesses in what can seem more complex and time consuming areas, such as Investments, Inheritance Tax Planning and Pensions. We offer our clients focused advice and specialist knowledge around all areas of wealth management.

Our high quality advice and our personal service has allowed us to create a successful Financial Planning Practice that adds value and gives financial peace of mind to both private and corporate clients. Berkley Square has in the main been built on word of mouth, with existing clients happily and confidently recommending our services; a ringing endorsement for any business.

Charities currently sponsored include the St. James's Place Charitable Foundation and our local Salvation Army Centre.

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.