Wb Wealth Ltd
Part of the St. James’s Place Partnership, WB Wealth works with senior financial services individuals and business owners, specialising in: • Sophisticated analysis and risk management processes • Tax-efficient onshore and offshore investment planning • Related trust and estate planning structures. Offer cutting edge solutions to enhance financial wellbeing Build long-term relationships to deliver the best outcomes Provide comprehensive, high-quality financial planning Face-to-face financial advice in our London office Opportunity to review your financial affairs regularly Investments managed via SJP’s distinctive approach • “I would not hesitate in recommending Geoff” • “Geoff has always provided me with trusted advice” • “Geoff’s advice, support, and expertise is invaluable” 0207 516 5810 geoff.winchester@sjpp.co.uk
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Top roles at Wb Wealth Ltd
2 distinct titles indexed · top 2 shown.
- 1director wb wealth ltd
- 1financial advisor
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