Welcome to ADH Wealth Management
A Partner Practice of St. James's Place
Business Owners and Company Directors
Membership of the St. James's Place Entrepreneur Club aligns you and your business with a Financial Services Firm that specialises in providing Financial Planning, Business Growth and Business Exit Strategies.
Contact here to join us at one of our complimentary Entrepreneur Club lunches at The Bonham Hotel to learn more about membership.
We work in conjunction with an extensive network of external growth advisers and SME specialists, such as Elephants Child, who have been carefully selected by St. James's Place.
The services provided by these specialists are separate and distinct to the services carried out by St. James's Place and include advice on how to grow your business and prepare your business for exit and sale.
Helping Individuals and Families
Retirement Planning
Your Pension is one of the largest assets you will have and is key to your retirement income provision.
We work with you to manage the risks associated with investing in your Pension and get you prepared to enjoy your retirement years without worrying about your future.
Estate Planning
Whether you are planning ahead or whether you feel you have left it too late.
We can help to arrange your estate to leave to your loved ones and mitigate your Inheritance Tax. Using collaborative strategies of Trust Planning, Tax-Advantaged Investment Solutions and Whole of Life Protection.
Don’t take our word for it, click here to see what some of our clients say.
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 dependent on individual circumstances.
Trusts are not regulated by the Financial Conduct Authority.
Exit strategies may include the referral to a service that is separate and distinct to those offered by St. James's Place.
What we do
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
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Testimonials
SJP Approved 10/04/2024
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.
