Bowcliffe Wealth Management Ltd
Bowcliffe Wealth Management is a Senior Partner Practice of St. James’s Place Wealth Management, offering bespoke Chartered Financial Planning advice from the beautiful surroundings of Bowcliffe Hall near Wetherby. Clients are well placed and receive exceptional service as we help meet their personal/business needs. Bowcliffe Wealth Management offers personal face to face advice to clients throughout the country. “In an age where technology plays a vital role, here at Bowcliffe Wealth Management we embrace this. However, we never fail to appreciate the importance of face to face advice, and although the principles of wealth management haven’t changed since joining the industry some 16 years ago, the need for personal financial planning advice has never been more important than now.” Adrian Brook, Director of Bowcliffe Wealth Management. As a Senior Partner Practice of St. James’s Place, we are able to deliver exceptional service with access to market leading research and World leading fund managers. We would like to welcome you to Bowcliffe Wealth Management, and look forward to developing a long lasting relationship. Bowcliffe Wealth Management Ltd 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). The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives. SJP Approved 16/9/2025
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16
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18
11 to 50 range
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9
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Decision-makers and verified team members
16 contacts with verified email or phone · masked until revealed.
- DH
Danielle Holden
Paraplanner · Finance & Accounting
EmailPhone - ZR
Zoe Ramshaw
Senior Paraplanner · Finance & Accounting
EmailPhone - AB
Adrian Brook
Bowcliffe Wealth Management, Senior Partner Practice of St James's Place Wealth Management · Other
EmailPhone - JS
James Steer
Bowcliffe Wealth Management, Senior Partner Practice of St James's Place Wealth Management · Other
EmailPhone
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Top roles at Bowcliffe Wealth Management Ltd
9 distinct titles indexed · top 9 shown.
- 3financial adviser
- 2bowcliffe wealth management, senior partner practice of st james's place wealth management
- 2operations manager
- 2paraplanner
- 2senior adviser with bowcliffe wealth management
- 1adviser at bowcliffe wealth management ltd
- 1graduate trainee
- 1head of paraplanning
- 1senior paraplanner
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