About us

The financial world is more complex than ever, and the need for clear, personalised advice has never been greater. Yet, access to regular face-to-face financial guidance has become increasingly limited, leaving many people without the support they need to protect and grow their wealth.

At Adams & Bowles Wealth Management, we’re changing that. We pride ourselves on building long-lasting relationships with our clients, taking the time to understand your goals and aspirations. By placing your needs at the heart of everything we do, we create tailored financial solutions designed to help you plan with confidence and secure your future.

We offer a no-obligation, comprehensive financial review covering:

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

As a Partner Practice of St. James's Place, we combine personal service with the backing of a leading wealth management 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 working with you and building a trusted partnership for the future. Please don’t hesitate to contact us with any questions.

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.