James Steer's Contact Details

James Steer's Company Details

Bowcliffe Wealth Management

N/A, ENG, UK • 20 - 49 Employees
Financial Services

Bowcliffe Wealth Management is a Senior Partner Practice of St. James's Place Wealth Management, offering bespoke Chartered Financial Planning advice from the beautiful surroundings of Bowcliffe Hall near Wetherby.Clients are well placed and receive exceptional service as we help meet their personal/business needs.Bowcliffe Wealth Management offers personal face to face advice to clients throughout the country."In an age where technology plays a vital role, here at Bowcliffe Wealth Management we embrace this. However, we never fail to appreciate the importance of face to face advice, and although the principles of wealth management haven't changed since joining the industry some 16 years ago, the need for personal financial planning advice has never been more important than now."Adrian Brook, Principal of Bowcliffe Wealth Management.As a Senior Partner Practice of St. James's Place, we are able to deliver exceptional service with access to market leading research and World leading fund managers.We would like to welcome you to Bowcliffe Wealth Management, and look forward to developing a long lasting relationship.Bowcliffe Wealth Management Ltd 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). The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.