Welcome to Southgate Wealth Management
Financial advice with purpose – helping you grow the life you want
Whether you're investing for the first time, buying your first home, preparing for retirement or protecting your family, we provide clear, personal, financial planning that’s built around your goals — so you can focus on what really matters.
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.
What we do
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
Promotions
Southgate Wealth Management welcomes new adviser
Testimonials
SJP Approved 26/02/2025
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.
