About us
At Southgate Wealth Management, our mission is to secure your financial wellbeing.
We understand financial matters can be complex, with no individual circumstances being the same.
Based in the Southwest, and working with clients across the UK, we focus on maintaining long-term trusted relationships. Our financial planning service combines years of industry experience working with individuals, families and businesses, providing a forward-thinking approach to help you navigate the ever-evolving financial landscape.
Our expertise includes:
- Retirement planning
- Savings and investment management
- Pensions
- Protection planning
- Estate and tax planning
- Business advice strategies
Find out more about our team and our approach to financial planning.
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.More about us
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
