Financial advice in Bath

Bath is a city in the county of Somerset, known for and named after its Roman-built baths. Bath is in the valley of the River Avon, 97 miles west of London and 11 miles southeast of Bristol. The city became a UNESCO World Heritage Site in 1987 and was later added to the transnational World Heritage Site known as the "Great Spa Towns of Europe" in 2021. Bath is also the largest city in Somerset. We have a large client base in the Bath area and wanted to offer our clients the options to be able to visit us in person, we have had multiple offices in Bath with our latest one in a serviced office building.

Parking – Bath has multiple parking options depending on your stay, with short stay parking nearby and multi storey parking for clients who wish to do a bit of shopping before or after meeting, please ask your Adviser if you need help choosing the best parking.

To arrange a Financial Review, with no obligation or to chat through how we can help you, please contact us on 01747 831074 or complete our contact form. Appointments are available in all our offices, and virtually through Microsoft Teams or Zoom.

The Partner Practice 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) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.

Future Wealth Management is a trading name of Future Financial Wealth LLP. Future Financial Wealth LLP is a Limited Liability Partnership registered in England and Wales, Number OC377925. Registered Office: Synergie House, Newbury, Gillingham, SP8 4QJ.