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.


Southgate Wealth Management welcomes new adviser

We are proud and excited to welcome new Financial Planner, Nigel Parker, to the team.

Testimonials

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Jonathan listened to our family’s needs before putting in place a bespoke plan to allow us to plan for the future with confidence. We felt we received trustworthy advice and we feel confident in the decision we have made. We would recommend Jonathan to others.

Frances Watts| Solicitor

Addresses

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SJP Approved 05/02/2026

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.

Southgate Wealth Management is a trading name of Southgate Wealth Management Ltd. Southgate Wealth Management Ltd is registered in England and Wales, Number 15034773. Registered Office: 87 High Street, Hanham, Bristol, BS15 3QG.