About us

The financial world we now live in is ever changing and more complex than ever before. The need for bespoke face to face financial advice to enhance and protect your wealth has never been more important than it is today. Despite all of this, regular advice is not easily accessible to the public, as the majority of financial services providers offering personal advice has drastically reduced over the years. This means that many people are simply unable to benefit from professional financial planning.

Here at Adams & Bowles Wealth Management this is a service that we pride ourselves on. We do this by building strong, long-lasting relationships with each client, putting their needs and requirements at the heart of everything we do. We very carefully consider each individual’s goals and aspirations, allowing us to provide professional tailor made solutions.

We are able to offer a no obligation, comprehensive financial review of your circumstances, which would include:

• Retirement Planning
• Investment Planning
• Business Financial Planning & Protection
• Inheritance Tax & Estate Planning
• Mortgages
• Personal Protection Including Life & Critical Illness Cover
• Access to Specialist Cash Management Services*

Working as a Partner Practice of St. James's Place, allows us to provide our clients with an extensive range of products and services whilst giving you the added backing of a FTSE 100 company. 

For complete peace of mind, the suitability of the advice you receive is comprehensively covered by the St. James's Place guarantee

We look forward to building a professional and valued relationship with you in the future. Please do not hesitate to contact us with any queries you may have. 

Your home may be repossessed if you do not keep up repayments on your mortgage.

We can introduce you to the SJP cash deposit service powered by Flagstone. This is a separate and distinct service from those provided by SJP and is not covered by SJP guarantee. 


Our values

Commitment

We are committed to ensuring that we are always there to support you every step of the way. We believe in building strong, long, lasting relationships with all of our clients and their families. 

Integrity

We are always honest with our clients, and we understand how important it is for our clients to trust us with their financial decisions. We are dedicated to ensuring that all of the advice we give will have our clients’ best interests at heart.

Professionalism

We will endeavour to ensure that a continuous level of expertise and knowledge is always delivered throughout our relationship with you.