At Southgate Wealth Management, we believe financial advice should be clear, personal and relevant to real life. It’s not simply about investments, pensions or numbers on a spreadsheet — it’s about helping you make informed decisions about the things that matter to you and your family.

We provide personal financial advice and financial planning to individuals, families and businesses across Bristol, Bath, Chelmsford and the surrounding areas, as well as for clients further afield.

Our expertise includes:

• Retirement planning
• Savings and investment management
• Later life planning
• Pensions
• Protection planning
• Estate and tax planning
• Business advice strategies

Where we work

From our roots in Bristol to our growing presence in Essex, we work with clients locally and further afield, building long-term relationships based on trust, transparency and a genuine understanding of what they want to achieve.

In and around Bristol, we work with clients in Keynsham, Downend, Emersons Green, the Chew Valley, Bath and across South Gloucestershire and North East Somerset.

Our Chelmsford presence enables us to support clients across Galleywood, Great Baddow and the wider Essex area.

While we value building strong relationships within our communities, you don't need to live nearby to work with us. We also support clients further afield across the UK, using a combination of face-to-face meetings and technology to make financial planning straightforward and accessible.

Wherever you're based, our approach remains the same: clear, transparent and relatable financial advice, built around your individual circumstances and goals.